Company Overview

A fast-growing financial planning firm in Tysons Corner, VA, is seeking a Client Service Associate. This role supports team members to ensure every aspect of the client relationship is impeccably managed. We seek an organized self-starter with a positive attitude, attention to detail, and a desire to exceed expectations. Prior financial services experience is a plus but not required. This is an in-office position located in a premium office space near The Boro in Tysons.

Position Summary

The Client Service Associate reports to the Director of Operations. Responsibilities include executing insurance, financial planning and investment paperwork for new and current clients, coordinating and preparing for review meetings, responding to inbound calls and emails, assisting with marketing efforts, client events, and social media, and communicating with clients to ensure a remarkable client experience.

The Client Service Associate must be able to manage multiple tasks simultaneously while maintaining professional poise and courtesy to clients and internal team members.

Responsibilities & Activities:

Supports Wealth Advisors:

Schedules review meetings
Prepares documentation for review and strategic planning meetings
Confirms all upcoming client appointments
Creates an extraordinary client experience

Client Onboarding and Service:

Review client paperwork for accuracy and completion
Data entry into respective systems and follow up with clients to ensure timely processing
Prepares and processes client service paperwork

Client Appreciation Events:

Assist with quarterly events such as wine tastings, golf outings, concerts, and open houses.
Create invitations and ensure compliance approval.
Book facilities and coordinate refreshments.
Handle reservations.
Coordinate speakers if appropriate.
Manage the Client Event Checklist.

Marketing and Communication:

Assist with the online client newsletter and occasional web and social media postings.
Support Center of Influence marketing programs to CPAs, attorneys, etc.

Concierge Services:

Coordinate cards, gifts, and random acts of kindness for clients.

CRM Management:

Update Advisor 360° CRM with client details and workflows.

Performs other duties, special projects, and responsibilities, as assigned

Knowledge, Skills & Abilities

Required:

Extreme attention to detail, excellent organizational and time management skills.
Ability to handle multiple tasks with precision simultaneously.
Impeccable verbal and written communication, customer service, and problem-solving skills.
Excellent attitude and a genuine interest in serving and caring for other people.
Ability to work independently while also serving as part of a team.

Helpful:

Previous event planning experience.
Previous marketing, advertising, or public relations experience.
Financial services industry experience.

Benefits

We offer a base salary, bonus potential, matched 401(k), health benefits, flexible vacation and holiday policy and a great working environment including access to an onsite gym and golf simulator. This is your chance to play a key role in the continued success of our organization. Our culture is fast-paced, collaborative, innovative, and focused on healthy living.

Equal Opportunity Employer

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

How to Apply:

To apply please send a resume with cover letter to dschill@vfwealth.com. We will communicate next steps and the interview timeline once you have submitted a resume. Thank you for your consideration!

Veritas Financial, LLC

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Client Services Associate