Client Relationship Specialist for Financial Services Firm

Job Description

Job Description

Job Overview
We are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. The ideal candidate will play a crucial role in supporting our clients with their financial needs, ensuring they receive exceptional service and guidance. This position requires a strong understanding of financial concepts as well as excellent communication skills to foster client relationships.

Job Responsibilities

• Provide operational and administrative support to a Financial Advisory Team, allowing them to focus on building client relationships.
• Work closely with Business Processing Specialists to help facilitate new account openings and provide backup support, as needed.
• Work closely with clients and/or Advisors on any follow-up requests from the Broker/Dealer or outside companies/carriers.
• Prepare and process asset movement requests and other service/maintenance requests.
• Process deposits by check into client accounts.
• Schedule and coordinate client meetings as desired by the Advisory team.
• Collects, reviews and analyzes data to prepare reports and other presentation materials utilizing spreadsheets or specialized software for client meetings.
• Maintain accurate client accounts and records, ensuring compliance with all regulatory requirements; primarily using RedTail CRM.
• Process client service requests such as beneficiary changes, address changes, bank account changes, etc.
• Prepare various reports designed to help the Advisory team manage their practice.
• Review work methods and procedures for continual quality improvements and efficiencies, implementing them when appropriate.
• Participate in regular team and Firm meetings, designed to share best practices and problem solve as a team.
• Securely handle confidential information.
• Other projects assigned as needed by the Advisory Team.

Qualifications & Desired Skills

• Technical proficiency with Microsoft 365 tools (Outlook, Teams, Word, Excel, OneDrive, SharePoint, etc.).
• College degree, preferably in business related major or finance.
• Strong organizational skills with attention to detail to manage multiple tasks effectively.
• Excellent communication skills, both written and verbal, with the ability to build rapport with clients.
• Outstanding attitude and positive energy.
• Ability to pass a criminal history and credit background check.
• Relevant financial services industry experience or education.

Benefits Provided

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and life insurance
• Short-term and long-term disability insurance
• 401K with employer matching
• Employee Assistance Program & Identity Theft Protection Program
• Paid time off and generous holiday schedule
• Continuing education and professional development opportunities
• Pay based on experience

If you are an exceptional client relationship specialist looking for an exciting opportunity to join a highly productive Advisory team, we want to hear from you!

Apply today and take the next step in your career with Virginia Asset Management!

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.

Company Description

Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.