Job description : Our client is a nationwide private wealth management firm with offices in McLean, Virginia. They provide an extraordinarily high level of investment and wealth management support for affluent clients, currently managing over $22.
2 Billion in client assets.*Role Description*They are seeking a full-time, detailed-oriented Client Service Associate (5 days in office) to join a high growth financial advisory Team in their McLean, VA.
Your Impact : Help serve and grow existing investment client relationships* Assist Financial Advisor in preparing for client review meetings* Resolve client inquiries in a timely manner* Maintain client information and manage workflow and tasks in CRM database system* Account maintenance (opening new accounts, handling account TOAs (Transfer of Assets), managing account distributions or asset journals, handling address changes, etc.
Quarterback prospect portfolio diagnosis process (run analysis, prepare diagnosis email, etc.)* Pre-populate new business paperwork and send via DocuSign Qualifications : *Qualifications *Bachelors Degree, business, finance, communications, preferred not required Exceptional organization and follow-through skills* Ability to anticipate and solve problems* Series 7 / 66 securities licenses or willingness to obtain within first 6 months* Strong Microsoft Office skills, specifically Excel.
- Experience with Salesforce CRM, preferred* Experience with Charles Schwab and / or Fidelity Investment custodial platform Why is This a Great Opportunity :
- Competitive salary based on experience and performance.* Comprehensive benefits package, including 401(k) with match and subsidized health, dental, and vision care* Paid vacation and personal leave* Mentorship from credentialed professionals recognized in Forbes Best-in-State and Washingtonian magazine "Top Advisors.
Great office culture with a cohesive team and people who stay
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