Client Associate- Financial Advisory

Job Description

Job Description

Job Summary / Company : Are you the kind of person who remembers everyone’s birthday, color-codes your calendar, and somehow always manages to juggle 47 tasks without dropping a ball? Do people describe you as both “warm and welcoming”? Sparks Group has partnered with a leading financial advisory team seeking a Client Associate for a Direct Hire Opportunity. If you have at least 2 years in client service, operations, executive support, or project management, this is the ideal role for you. Apply now and call 703-620-6444.

Responsibilities :

Be the go-to person for our clients, coordinating every detail of their experience with care and precision.

Track and manage a high volume of moving parts—client onboarding, paperwork, follow-ups, birthdays, reviews, and other moments that matter.

Anticipate client needs and ensure no ball is dropped—ever.

Communicate with warmth, empathy, and professionalism across phone, email, and in-person interactions.

Work closely with advisors and custodians (like Schwab, Fidelity, etc.) to ensure every client request is handled with excellence.

Learn and grow into the role—potentially even into a licensed financial professional, if that path appeals to you.

Qualifications / Background Profile :

Personable : You genuinely enjoy helping people and know how to make others feel seen and valued.

Detail-Obsessed : You have a sixth sense for what could fall through the cracks—and you won’t let it.

Reliable : Your follow-through is second to none.

Tech-Comfortable : You pick up systems quickly (we’ll train you on ours).

Curious and Coachable : You’re eager to learn and open to feedback.

Calm Under Pressure : You can juggle a lot and still keep a smile on your face.

No prior financial experience required

Prior experience in client service, operations executive support or project management a plus

Bachelor's Degree preferred.

#LI-DA2

This job is In-Person.

Pay Range : Salary $65,000.00 to $80,000.00

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

Download the Sparks Group mobile app from Apple App Store or Google Play .

Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.