About this opportunity
ROCS Grad Staffing lists this Client Services Associate opportunity in fairfax, va, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Why You Want to Work Here
Join a sophisticated and growing financial advisory practice that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual curiosity.
This is an excellent opportunity for someone who enjoys building relationships, staying organized, and developing their knowledge of financial planning and investment services.
Responsibilities
Answer incoming phone calls in a professional and friendly manner
Schedule and confirm client meetings, follow up calls, and other client interactions
Respond to client emails promptly and professionally
Prepare and maintain administrative paperwork for client accounts and relationships
Create account opening and maintenance paperwork and follow up to ensure completion
Maintain investment account documentation
Prepare transaction and cashiering paperwork for cash distributions and contributions
Review, enter, and maintain client financial information across multiple software platforms
Support systems including RedTail, Addepar, eMoney, and Albridge
Ensure new accounts and transactions are processed accurately, efficiently, and on time
Assist with additional administrative and client service responsibilities as needed
Requirements
Bachelor's degree or higher
Strong commitment to providing exceptional client service
Friendly, flexible, and professional attitude
Genuine interest in supporting and building relationships with clients
Excellent organizational and time management skills
Self starter with strong problem solving and independent thinking skills
Excellent verbal, written, and interpersonal communication skills
Interest in financial planning and investment advising
Proficiency with Microsoft Office Suite
CFP® or CFP® candidate preferred
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.