Client Service Associate

RIA Recruiting • McLean, VA

10d • $75,000 - $85,000 • Hybrid

About The Position

VLP Financial Advisors in McLean, Virginia, is seeking a full-time Client Service Associate to support its financial planning team and deliver outstanding client experiences. The position focuses on client and advisor support, account administration, relationship cultivation, telephone coverage, and managing workflows and records in the company’s CRM. The firm describes itself as growing and committed to meaningful client relationships, professional excellence, and a supportive workplace culture.

This is a hybrid position. After a 90-day probationary period, employees may work remotely on Mondays and Fridays; the posting otherwise describes a Monday-through-Friday schedule. The salary range is $75,000–$85,000, commensurate with relevant experience. The role does not involve business development.

The hiring process begins with a 15–30-minute Zoom interview conducted by a recruiting consultant. Candidates who move forward must complete a Career History Form; those selected to advance will interview with the team. Qualified candidates may be asked to complete assessments. The employer is an Equal Opportunity Employer.

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 while prioritizing projects and managing 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 to clients and advisors and maintain client relationships.
• Ensure proper account-opening procedures and documentation.
• Maintain client records and files.
• Handle incoming phone calls and schedule appointments.
• Process incoming paperwork and deposits.
• Serve as the first point of contact for most clients and 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 and paid holidays.
• Free financial planning.
• Monday-Friday schedule and work/life balance.
• Hybrid work, with Mondays and Fridays remote after the 90-day probationary period.

What This Job Offers

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