Client Service Associate

2 weeks ago

Vienna VA United States VWG Wealth Management Full time

Company Description

VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing their needs, providing accurate information, and actively protecting and growing their wealth.


Role Description

The Client Service Associate works with lead wealth advisors to deliver exceptional service to high-net worth individuals. This individual must be detail and customer service oriented to provide essential support to clients, advisors and external partners. This includes and is not limited to the following duties: client inquiries, account opening, money movement, document and data management and ad-hoc projects.


Essential Functions and Responsibilities

  • Oversee new client onboarding: Account opening, document management, proactive communication and follow up with advisors and clients
  • Administrative tasks: money movement, account transfers, registration and address changes, monitor and respond to time sensitive alerts, prepare reports using CRM or performance software
  • Data Management: maintain client records on CRM system, review and manage accurate records for assets held away, custodial accounts and required minimum distributions
  • Collaboration: Participation in internal meetings (Client Experience & Tax Document Management) and contribute to firmwide initiatives to drive process improvement and implement operations projects. Also assist with marketing campaigns, client segmentation, webinars, and events.
  • Communication: actively communicate with clients, internal, external and corporate partners via phone, email and Zoom.
  • Compliance: Adhere to firm, corporate and industry policies, procedures and compliance requirements regarding money movement, correspondence, marketing, events and gifting


Qualifications & Competencies

·        Excellent verbal, written, presentation and interpersonal skills

·        Strong attention to detail while working in a fast-paced, multi-tasking environment

·        Ability to work independently to problem solve and meet deadlines while maintaining a high standard for service and accuracy

·        Utilize team approach – facilitate and participate in discussions and decision making

·        Operational knowledge of basic office equipment: computers, copier, fax, phone

·        Advanced user of Microsoft suite, specifically Excel and Word

·        Familiarity with CRM systems and custodian accounting systems preferred. Specifically, Salesforce and Fidelity Wealthscape

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