Position Overview:

As a Client Relationship Associate you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients. This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall business operation.

Responsibilities

· You will be the first point of contact for all prospective clients.

· Respond to prospects as needed, in a timely manner, and track communication.

· Calling and emailing prospects.

· Coordinate Zoom appointments with our financial advisors.

· Other responsibilities as needed.

Qualifications

• Bachelors’s degree.
• Strong attention to detail, and exceptional follow through.
• Outstanding communication and relationship building skills.
• Excellent organizational skills with ability to prioritize and track multiple tasks.
• Must be able to work both independently and as a team player.
• The ability to think clearly, communicate succinctly, and write well.
• Excellent computer skills, particularly with Microsoft Office.

About This Company:

Avenue Wealth is an established, successful wealth management firm located in Vienna, Virginia. We work with individuals, business owners, and organizations, creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes. Our team values integrity, commitment to our client experience, and lifetime learning. We offer a great working environment, competitive compensation and excellent benefits.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Associate (Required)

Experience:

• Financial services: 2 years (Required)

Language:

• English (Required)

Ability to Relocate:

• Vienna, VA 22182: Relocate before starting work (Required)

Work Location: In person