Client Service Associate

RIA Recruiting • McLean, VA

8d • Hybrid

About The Position

VLP Financial Advisors is seeking a full-time Client Service Associate to join its team in McLean, Virginia. The role supports clients and financial advisors by providing account information, maintaining client relationships and records, assisting with account administration, and helping deliver an outstanding client experience. The associate is often the first point of contact for clients and guests and is expected to handle inquiries and issues with professionalism, good judgment, and care.

This is a hybrid position. After a 90-day probationary period, employees may work remotely on Mondays and Fridays; the posting also describes a Monday-Friday schedule. Compensation is $75,000–$85,000, commensurate with relevant experience. The firm describes itself as growing and committed to meaningful client relationships, employee development, professional excellence, and a supportive culture.

Requirements

• At least 1 year of financial services experience.
• Proficiency with technology, third-party software, and Microsoft Office products, including Word, PowerPoint, and Excel.
• Ability to prioritize tasks, solve problems, and meet deadlines.
• Strong organizational skills and attention to detail.
• Ability to work independently, prioritize projects, and manage time.
• Ability to learn and implement new technology and software quickly.
• Ability to communicate effectively with clients and colleagues and work collaboratively.
• Ability to follow office processes and policies related to office operations and client privacy.

Responsibilities

• Provide account information and support to clients and financial advisors while maintaining client relationships.
• Follow proper account-opening procedures and documentation requirements; maintain client records and files.
• Handle incoming phone calls, schedule appointments, and process incoming paperwork and deposits.
• Serve as the first point of contact for most clients and help set a positive tone for their experience.
• Cultivate client relationships and proactively help resolve issues and concerns.
• Provide excellent telephone coverage and handle urgent calls professionally and with good judgment through resolution.
• Greet guests and clients and provide exceptional service.
• Manage notes, activities, workflows, and reports in the CRM.
• Solve issues as they arise with the goal of providing excellent client service.

Benefits

• Medical, dental, and vision insurance, with the company paying 100% of employee premiums.
• Company HSA contribution.
• Long-term and short-term disability insurance.
• Legal and identity theft insurance.
• Life insurance.
• 401(k) with company match.
• Generous PTO policy.
• Paid holidays.
• Free financial planning.
• Monday-Friday schedule and work/life balance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed