Job Description

We are an independent, fee-only financial planning and investment management firm that has been deeply rooted in the Northern Virginia area for over 20 years. With nearly $700 million in assets under management, we serve a select group of high-net-worth individuals, businesses, and institutions. We are committed to making a meaningful difference in our clients’ lives through compassion and striving to go above and beyond their expectations. We know an environment like ours is built from within, so we foster a supportive and team-oriented culture and emphasize strong collaboration and communication. Our team genuinely likes and cares for one another, and we are always willing to support each other to create an exceptional experience for our clients and one another. We offer a well-defined career path with clear opportunities for advancement, ensuring that every employee has the resources and support to succeed.

As a Client Service Associate with our firm, you will work within the operations team the majority of the time while also supporting administrative tasks that are essential to keeping the office running smoothly. In addition to having some working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it’s answering the phones, completing paperwork, handling service requests, or ordering office supplies, you tackle it with a service heart and an accuracy and efficiency that can’t be beaten. You are a solutions-oriented professional who embraces technology. You are proactive, have impeccable follow-through, and take immense pride in your work and your reliability. You love to learn and are always finding ways to improve and expand your impact.

Duties & Responsibilities:

• Spend approximately 80% of your time working with the firm’s operations team and 20% handling essential administrative tasks
• Complete and submit forms for new account openings, address changes, beneficiary updates, and other custodial documentation for Charles Schwab and Fidelity Investments
• Actively maintain and update client records within our CRM system (Tamarac)
• Download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping
• Scan, copy, and distribute materials to clients, external professional contacts, and internal staff via email or mail
• Assist with website updates and periodic social media campaigns to support the firm’s marketing efforts
• Answer and transfer phone calls, greet clients and guests, manage office supplies, distribute mail, and maintain a professional and welcoming office environment
• Collaborate with our Managed Service Provider (MSP) to ensure seamless technology operations and troubleshoot any IT-related issues
• Collaborate in a team environment to deliver a seamless and integrated client experience

Qualifications:

• Associates degree in related field or equivalent experience highly preferred
• 1-3 years of progressive experience in the wealth management industry
• Familiarity with industry-specific software preferred
• Experience working with Charles Schwab and Fidelity Investments as custodians preferred
• Able to self-manage, prioritize and manage time effectively, while following established processes and procedures
• A curious nature and a commitment to continuous professional learning and development
• Excellent communication (written and verbal), relationship building, and organizational skills

Additional Details:

• In-office position based in Reston, VA with ability to work from home one day a week after probationary period
• Base compensation of $60,000-$70,000, depending on experience
• Bonus potential based on firm and individual performance
• 401(k) with a company safe harbor contribution and discretionary profit sharing
• Health insurance (medical, dental, and long-term disability)
• PTO and paid holidays
• Ongoing career development
• Defined career track with opportunities for growth

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