Sr Client Service Associate

About the role

Our Falls Church, VA office is seeking a highly motivated Senior Client Service Associate. This role involves managing client onboarding, account administration, and providing client service and relationship support.

Responsibilities

• Manage prospect and new client onboarding, ensuring all paperwork, account setup, and related documentation are accurate and complete.
• Maintain Salesforce CRM records, electronic client files, and related tracking tools.
• Work with clients on account maintenance activities, such as beneficiary updates, and standing instructions.
• Serve as the point of contact for clients, helping clarify requests and coordinating next steps with advisors.
• Prepare and process client transactions such as deposits, withdrawals, transfers, and RMDs.
• Aid in client communications and ongoing service needs.
• Cope with external partners, including custodians, tax professionals, and vendors when needed.
• Generate, submit, archive, retrieve, and track documents in accordance with firm processes.
• Manage document workflows, including imaging, logging, filing, mail support, and records maintenance.
• Lead phone interactions, mail handling, office and breakroom supply management, and other office operations as needed.
• Manage data flow between systems and maintain accurate records across platforms.
• Lead and teach process updates and operational changes to the team.

Requirements

• Bachelor’s degree preferred, or equivalent relevant experience.
• 3+ years of experience in financial services, wealth management, client service, and operations support.
• Strong to expert level understanding of financial account administration, client service processes, and operational workflows.
• Experience with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center, and Fidelity Wealthscape platforms.
• Strong attention to detail, organization, and follow-through.
• Friendly, outgoing, and a positive attitude with the ability to work with all levels of staff and management.
• Excellent verbal and written communication skills with exceptional professionalism in client and advisor interactions.
• The ability to prioritize effectively, meet deadlines, and remain flexible under pressure.
• Collaborative team player with a client-first mindset and strong problem-solving skills.
• Experience implementing AI strategy or an interest in utilizing AI to implement operational efficiencies.

Qualifications

• Education: Bachelor’s degree preferred, or equivalent relevant experience.

Skills

• Knowledge of all basic account types and registrations as well as HSA, 529, Trusts.
• Expertise in financial account administration, client service processes, and operational workflows.
• Proficiency with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center, and Fidelity Wealthscape platforms.
• Strong attention to detail, organization, and follow-through.
• Excellent verbal and written communication skills.
• Professionalism and client-first mindset.
• Problem-solving skills.
• Experience with AI strategy or an interest in utilizing AI to implement operational efficiencies.

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony.
• Training and professional development.
• Medical, dental, and vision coverage.
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
• Life and AD&D insurance – employer paid and voluntary options.
• Short-term and long-term disability, workers compensation – employer paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 pre-determined and 2 floating days).
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).