Client Relationship Specialist- Wealth Management

Description

Join Our Team as a Client Relationship Specialist!**

Are you passionate about finance and exceptional client service? Do you excel in building and maintaining relationships? We are looking for a dynamic Client Relationship Specialist to support our Wealth Management division!

If you're organized, efficient, and ready to take your career to the next level, apply now to join our dedicated team!

PBMares Core Values:

• Integrity
• Trust
• Respect
• Accountability
• Caring
  
  
  

What you will do:

• Develop and maintain strong relationships with clients and advisors.
• Enhance client experiences with exceptional service and timely responses.
• Onboard new clients, ensuring all documentation is accurate and up-to-date.
• Perform administrative duties, including scheduling meetings and preparing reports.
• Support Wealth Advisors with daily business practices and client inquiries.
• Participate in bi-weekly team and committee meetings.
  
  
  

What you get:

• Full benefits: medical, dental, 401K match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Summer Hours- Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• The opportunity to grow and shape the future of the firm
  
  
  

Position Requirements

• Associate degree in finance or related field, or 2 years of college focused on Finance.
• Proficient in Windows Operating Systems, Microsoft Office, and Excel.
• Strong interpersonal and communication skills.
• Highly service-oriented with a keen attention to detail.
• Ability to multi-task and adapt in a demanding work environment.
  
  
  

Bonus Points:

• Bachelor’s Degree in Finance or related field
• 2 years work experience in the financial services industry
• Strong analytical skills
  
  
  

About the Organization Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

EOE Statement Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.