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Client Service Associate

Location : McLean, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years of experience
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :

What our client is offering:

We are a fee-only wealth management company in McLean, VA seeking a Client Service Associate for our growing team. Our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues. Our focus is on our clients' financial goals, so they can focus on creating a quality of life that reflects their deepest values.


This is a professional position that will support the firm’s lead advisors directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Morningstar Advisor Workstation and Money Tree financial planning software. Thorough computer and technology skills are essential with the ability to quickly learn new software. A working knowledge of portfolio allocation and investment management is expected. The lead advisors are available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently, and anticipate firm needs and client questions. This position offers a fast track to an Associate Advisor for the right candidate.


What you will get to do:

  • Regularly monitor clients’ financial situations with attention to detail and accuracy

  • Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy Statements, asset allocations as well as post-client meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary

  • Prepare financial plans and retirement projections

  • Work with the TD Ameritrade custodial platform and the various other software programs we employ listed below under Qualifications

  • Assist with trading and rebalancing of client investment accounts

  • Maintain client records in CRM and document management software

  • Participate in firm project and staff meetings, or others as needed

  • Interact with clients over the phone and in-person professionally and respectfully

  • Troubleshoot computer software, serve as backup for operational and admin activities

  • Facilitate efficient office operations including leading and assisting with process and system improvement projects

Required Qualifications :

What our client seeks in a candidate:

  • B.A. or B.S. degree from accredited CFP Board registered financial planning program or equivalent experience

  • On track towards CFP® certification within reasonable timeframe

  • Series 65 license or attainment within 3-6 months of employment

  • Strong financial and analytical skills

  • Strong verbal and written communication skills

  • Strong persuasive and interpersonal skills

  • Ability to identify, meet and follow through with client needs and requirements

  • Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude

  • Organized, with a strong attention to detail

  • Able to perform multiple tasks efficiently; sometimes at the same time

  • Show curiosity and confidence when dealing with clients and lead advisors

  • Operates with a firm understanding of the fiduciary responsibility and with personal integrity

  • Average knowledge of Microsoft Office

  • Specific experience working with Junxure, Morningstar Advisor Workstation, Orion Advisor Services, Worlddox Document Management, eMoney and/or Money Tree Software is a plus


Position perks:

  • Competitive salary and career track available

  • Group health, dental, disability, and vision benefits available

  • 401K plan with a safe harbor matching contribution that is 100% vested

  • Professional development budget for CE, local conferences and training

  • Paid professional dues

  • Mentorship and learning opportunities

  • Straightforward, professional and enjoyable work environment

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