What are the responsibilities and job description for the Client Services Associate - Vienna and Leesburg position at Small financial planning and investment management company?
Overview
Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you.
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Qualifications
- Previous experience in LPL Financial system and processing preferred
- Strong ability to communicate effectively with clients and internal teams
- Collaborative and strategic minded individual
- Experience in account management or sales is a plus
- Familiarity with Salesforce or similar CRM software is advantageous
Responsibilities
This is an on-site employment opportunity with offices in Vienna and Leesburg. This role would allow you to support Financial Advisors associated with LPL Financial. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)
- Answer phones, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with information and documentation requirements for new accounts, transfers, and more
- Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
- Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as a Client Services Associate.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- Paid time off
Schedule:
- Monday to Friday
Experience:
- Client services: 2 years (Preferred)
Ability to Commute:
- Vienna, VA 22182 (Required)
Ability to Relocate:
- Vienna, VA 22182: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $60,000