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Client Service Associate ID-13669

ProspectBlue is partnered with a wealth management firm seeking an experienced Client Service Associate to join its growing team in Richmond, Virginia.


Job Summary



Job Responsibilities


Client Service Associates can expect to engage in the following areas:


  • Account Administration: Set up and maintain client accounts, ensuring accurate paperwork completion and review of transactions and activity.
  • Client Support: Assist clients with requests, including money movement, distributions, and document retrieval.
  • Custodian Coordination: Communicate with custodians to ensure timely and accurate execution of client requests.
  • Onboarding Management: Facilitate the onboarding process for new clients, including paperwork processing and account transfers. Direct Client Communication: Provide ongoing support and guidance, ensuring a high level of customer service.
  • Operational Efficiency: Participate in operations meetings to enhance efficiencies and adopt new policies, procedures, and technologies to improve internal processes.

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Qualifications


The Client Service Associate position typically requires the following

qualifications:


  • A minimum of 3 years of client service experience in financial services.
  • Bachelor’s degree preferred.
  • Proficiency in Microsoft Office applications, particularly Excel.
  • Superior organizational skills and attention to detail.
  • Experience and interest in working with various types of technology.
  • Strong interpersonal, oral, and written communication skills.
  • Motivated, flexible, and a team-oriented mindset with a commitment to excellence.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple tasks in a fast-paced environment while maintaining accuracy and efficiency.
  • Dedication to accountability and ownership of work.
  • A client-first mentality, ensuring high-quality service and support.


What’s Offered:


  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health, dental, vision, and 401(k) plans.
  • Generous PTO and paid holidays.
  • Professional development opportunities, including continuing education and industry certifications.
  • A supportive and collaborative work environment that values teamwork and client focused service.


Why join a registered investment advisor (RIA) firm?

The RIA industry is one of the fastest-growing segments of financial services. As an RIA firm, this company offers professionals the chance to build meaningful, long-term relationships with clients, helping them achieve their financial goals through holistic financial planning, investment management, and tax strategies—always in the client’s best interest.


Why work for this firm?

Our client is wealth management firm that prides itself on fostering a collaborative, client-centric environment. They are a team of passionate professionals dedicated to simplifying their clients' financial lives and guiding them toward success. Their culture is built on the values of teamwork, accountability, commitment, mutual respect, and excellence in client service. They provide training, mentorship, and continuous learning opportunities to help their team members thrive and grow in their careers.

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