Client Liaison/Client Service Associate

POSITION: Client Liaison/Client Service Associate

SALARY: Starting at $50,000/yr for full time position

About Keen & Pocock:

Keen & Pocock is a wealth management firm that provides asset management and financial planning built on trust. We simplify the financial planning process and seek to establish personal and long-term relationships with our clients. Our firm is comprised of people who are dedicated to our clients’ success and driven to create an organized, efficient workplace. We are a team-oriented practice.

As a Client Liaison/Client Service Associate you will be part of a self-motivated, detail-oriented, and professional team responsible for enhancing the strong relationship between our clients and our firm. Your responsibilities will focus on ensuring exceptional client service while balancing the operational and administrative needs of our firm. In addition, your pleasant voice and professional appearance will enhance the impression clients have of our firm. Need maturity, reliability, excellent computer skills and ability to multi-task. There is the opportunity to develop your skills in an environment where hard work is recognized and rewarded.

The right person for this position will have experience in the financial services/wealth management industry from an administrative view, be mature, detail oriented and highly organized. The need for a very high ability to multi-task without becoming overwhelmed is extremely important.

The position may be ideal for someone returning to the work force.

Duties to include but not limited to:

Preparing and processing client paperwork

Servicing client requests

Direct interaction with clients

Assisting financial advisors with Client meeting prep

Collaborating with other team members

Answering phones, scheduling appointments when needed

What Does an Ideal Candidate Have? Requirements:

1-3 years of Financial Services/Wealth Management back-office experience

Excellent computer skills

Polished, outgoing personality

Willingness to start at an entry level

Strong communication skills

Professional Image

Schedule:

• Monday to Friday
• In Office position

Ability to commute/relocate:

• Fairfax, VA 22030: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Administrative: 1-3 years (Required)
• Financial Services/Wealth Management experience (Required)

What Else Does Keen & Pocock Have to Offer?

Competitive salary

Medical * Dental

Matching Retirement plan

Vacation time and holidays

Resume must be submitted with formal cover letter to be considered.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Administrative: 1 year (Required)

Ability to Relocate:

• Fairfax, VA 22030: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000