Client Relationship Associate

3 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 bachelors 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.



  • Richmond, Virginia, United States The Richmond Group USA Full time

    Client Relationship AssociateWe are seeking a highly organized and detail-oriented Client Relationship Associate to join our close-knit team at The Richmond Group USA. As a key member of our administrative team, you will play a crucial role in supporting our dynamic team and contributing to client satisfaction.Key Responsibilities:Assist top advisors in...


  • 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...


  • 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...


  • Richmond, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...


  • Richmond, Virginia, United States WayForth LLC Full time

    Job Title: Client Guide ManagerWayForth LLC is seeking a highly motivated and organized Client Guide Manager to join our team. As a Client Guide Manager, you will be responsible for initiating and maintaining communication and relationships with our clients, ensuring the highest level of customer satisfaction is met.Key Responsibilities:Manage and coordinate...


  • Richmond, California, United States Ansay & Associates Full time

    Role OverviewThis opportunity is for a motivated individual with at least two years of experience within a client relations or related position as well as 2+ years in insurance with the proven ability to maintain business, and a loyalty to provide value-added services that protect individuals and build strong client relationships.Key ResponsibilitiesGreet...


  • Richmond, Virginia, United States Ark Solutions Full time

    Job Title: Client Relationship Manager for IT StaffingAbout the Role:ARK Solutions, Inc. is seeking a Client Relations Manager to support their Sales Department. As a Client Relations Manager, you will be responsible for developing and maintaining strong relationships with assigned clients by providing exceptional customer service and understanding their...


  • Richmond, California, United States Ark Solutions Full time

    About the Role:ARK Solutions, Inc. is seeking a Client Relations Manager to support their Sales Department. As a key member of the team, you will be responsible for developing and maintaining strong relationships with assigned clients, providing exceptional customer service, and understanding their unique needs and requirements.Key Responsibilities:Develop...


  • Richmond, United States Cary Street Partners Full time

    Client Service Associate Summary of Expectations The Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support...


  • richmond, United States Cary Street Partners Full time

    Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...


  • richmond, United States Cary Street Partners Full time

    Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...


  • Richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise,...


  • Richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients unique financial aspirations and delivering unparalleled service. Our teams diverse expertise,...


  • Richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise,...


  • richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise,...


  • Richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise,...


  • richmond, United States Commonwealth Retirement Advisors Full time

    CLIENT EXPERIENCE ASSOCIATE Our Mission: At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise,...


  • Richmond, United States Ernest Full time

    Ernest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Richmond, VA. This is a full time position that offers a competitive base salary, plus commission, along with benefits.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the...

  • Client Associate

    7 days ago


    Richmond, United States The Richmond Group USA Full time

    Are you a detailed-driven administrative professional seeking a breakout opportunity to serve as the right-hand assistant to a thriving financial advisory practice? You will get to participate in the effort to continue making every client happy, while serving as the right-hand support to a dynamic team! The Richmond Group USA (TRG) is seeking a Client...

  • Client Associate

    1 week ago


    Richmond, United States The Richmond Group USA Full time

    Are you a detailed-driven administrative professional seeking a breakout opportunity to serve as the right-hand assistant to a thriving financial advisory practice? You will get to participate in the effort to continue making every client happy, while serving as the right-hand support to a dynamic team! The Richmond Group USA (TRG) is seeking a Client...