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Client Relationship Associate

2 months ago

richmond, United States The Richmond Group USA Full time

Are you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you


The Richmond Group USA (TRG) is seeking a Are you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you


The Richmond Group USA (TRG) is seeking a Client Relationship Associate to join a close-knit team, where you'll take charge of office administration and client communication.


In this role, you will:


  • Learn from top advisors and start spotting financial planning needs and solutions.
  • Prep for client meetings and get everything ready.
  • Be in the room for client meetings, taking notes and keeping track of next steps.
  • Follow up with clients to keep things moving smoothly.


We are looking for someone with:


  • A bachelor’s degree, preferably in business administration.
  • 5+ years of experience in a professional office setting.
  • A proven track record of exceptional organizational skills, professionalism, discretion, and confidentiality.
  • Proficiency in MS Office and QuickBooks. Advanced MS Excel skills.
  • Excellent written and oral communication skills.


This is your chance to grow within a supportive team and make a meaningful impact on client success


If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to krissy@richgroupusa.com. We'll reach out to you when opportunities match your geography and experience. All inquiries are confidential, and your information will not be shared without your approval.


All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.