Client Service Associate - VWG Wealth Management

Your Future Team: VWG

Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecutive years, VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors.

Job Overview

Under general supervision, the Client Service Associate works with lead wealth advisors to deliver exceptional service to high-net worth individuals. This individual must be detail and customer service oriented to provide essential support to clients, advisors and external partners. This includes and is not limited to the following duties: client inquiries, account opening, money movement, document and data management and ad-hoc projects. You will report to the Senior Private Wealth Associate.

What You’ll Do

• Oversee new client onboarding: Account opening, document management, proactive communication and follow up with advisors and clients
• Administrative tasks: money movement, account transfers, registration and address changes, monitor and respond to time sensitive alerts, prepare reports using CRM or performance software
• Data Management: maintain client records on CRM system, review and manage accurate records for assets held away, custodial accounts and required minimum distributions
• Collaboration: Participation in internal meetings (Client Experience & Tax Document Management) and contribute to firmwide initiatives to drive process improvement and implement operations projects. Also assist with marketing campaigns, client segmentation, webinars, and events.
• Communication: actively communicate with clients, internal, external and corporate partners via phone, email and Zoom.
• Compliance: Adhere to firm, corporate and industry policies, procedures and compliance requirements regarding money movement, correspondence, marketing, events and gifting
  
  
  

Qualifications & Competencies

• Verbal, written, presentation and interpersonal skills
• Attention to detail while working in a fast-paced environment
• Ability to work independently to problem solve and meet deadlines
• Utilize team approach – facilitate and participate in discussions and decision making
• Operational knowledge of basic office equipment: computers, copier, fax, phone
• Advanced user of Microsoft suite, specifically Excel and Word
• Familiarity with CRM systems and custodian accounting systems preferred. Specifically, Salesforce and Fidelity Wealthscape
  
  
  

Supervisory Responsibilities

Possible supervision of Operations Associate

Hours of Work

Standard hours of work are Monday through Friday during normal day business hours, 8:30am – 5:00pm

Travel

Occasional travel may be required

Required Education And Experience

• Series 65 License preferred
• 1 to 3 years experience in the Financial Industry and/or client service and operations
  
  
  

What We Offer

• Salary commensurate with experience
• Bonus eligible
• Medical, dental, vision insurance
• Employer sponsored long-term disability
• Health Savings Accounts
• Dependent Care FSA
• Pet Insurance
• Traditional and Roth 401(k)
• 401(k) ER Match
• Paid parental Leave
• Unlimited PTO after first year
• Hybrid Work Schedule (home and office)
• Free gym in building
• Free garage parking on site
• Work-life balance
  
  
  

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.