Client Service Associate

1 week ago

Midlothian, United States NFP Full time
Who We Are

Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.

Description Of Role:

This CSA will support our wealth management division (not our insurance or retirement divisions).

Essential Duties and Responsibilities:

  • Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
  • Interact directly with clients regarding different requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
  • Manage distribution/receipt of clients' paperwork.
  • Answer phone calls, resolve issues, and/or take messages as needed.
  • Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contracts, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
  • Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
  • Prepare client letters/emails as needed.
  • Assist advisors with scheduling client meetings and calendar management.
  • Confirm appointments directly with clients, via email and/or phone.
Knowledge, Skills, and/or Abilities:
  • Numerical accuracy and attention to detail (required).
  • Ability to prioritize tasks and work in a team environment.
  • Desire to learn, be resourceful, and think outside the box.
  • Professional appearance and manner.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
Education and/or Experience:
  • College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
  • Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).


What We Offer

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

  • Client Service Associate

    4 weeks ago

    Midlothian, United States NFP Full time

    Who We AreWealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill...

  • Client Service Associate

    3 weeks ago

    Midlothian, United States NFP Full time

    Who We AreWealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill...

  • Client Service Associate

    1 week ago

    Midlothian, United States National Financial Partners Full time

    Who We Are Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill...

  • Client Relations Associate

    2 weeks ago

    Midlothian, United States MGN Foundation Full time

    Job DescriptionJob DescriptionMGN Foundation is a dynamic and rapidly growing organization dedicated to fostering change within our community. We pride ourselves on delivering exceptional service to our clients and partners, fostering long-term relationships built on trust and integrity.We are seeking a motivated and enthusiastic individual to join our team...

  • Client Relations Associate

    2 weeks ago

    Midlothian, United States MGN Foundation Full time

    Job DescriptionJob DescriptionMGN Foundation is a dynamic and rapidly growing organization dedicated to fostering change within our community. We pride ourselves on delivering exceptional service to our clients and partners, fostering long-term relationships built on trust and integrity.We are seeking a motivated and enthusiastic individual to join our team...

  • Veterinary Client Service Representative

    1 week ago

    Midlothian, United States VetEvolve VA LLC Full time

    Job Type Full-timeDescriptionBrandermill Animal Hospital is seeking a Full Time Veterinary Customer Service Representative to join our team!We are searching for a candidate with strong client service skills and who thrives in a fast-paced team environment. The primary responsibility of the Client Service Representative is to ensure our clients and patients...

  • Veterinary Client Service Representative

    2 weeks ago

    Midlothian, United States VetEvolve Full time

    Job DescriptionJob DescriptionDescription:Brandermill Animal Hospital is seeking a Full Time Veterinary Customer Service Representative to join our team!We are searching for a candidate with strong client service skills and who thrives in a fast-paced team environment. The primary responsibility of the Client Service Representative is to ensure our clients...

  • Veterinary Client Service Representative

    2 weeks ago

    Midlothian, United States VetEvolve VA LLC Full time

    Job Type Full-time Description Brandermill Animal Hospital is seeking a Full Time Veterinary Customer Service Representative to join our team! We are searching for a candidate with strong client service skills and who thrives in a fast-paced team environment. The primary responsibility of the Client Service Representative is to ensure our clients and...

  • Sales Associate

    2 weeks ago

    Midlothian, United States Drybar Shops Full time

    Overview: **HIRING PART TIME FOR THE BRAND NEW MIDLOTHIAN LOCATION!** Drybar is a blow dry-only bar and our philosophy is simple. Focus on one thing and be the best at it. For us that’s blowouts. In fact, our tagline says it all: No cuts. No color. Just blowouts. We are looking for fantastic retail sales associates to provide excellent customer service to...

  • Sales Associate

    4 weeks ago

    Midlothian, United States Drybar Shops Full time

    Overview: HIRING FOR THE BRAND NEW MIDLOTHIAN LOCATION! Drybar is a blow dry-only bar and our philosophy is simple. Focus on one thing and be the best at it. For us thats blowouts. In fact, our tagline says it all: No cuts. No color. Just blowouts. We are looking for fantastic retail sales associates to provide excellent customer service to our clients....

  • Entry Level Client Service Reps

    6 days ago

    Midlothian, Virginia, United States Teleperformance USA Full time

    Customer Service/Support Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300 languages, our global scale and...

  • Warehouse Associate

    2 days ago

    Midlothian, United States Qualified Staffing Search Group Full time

    Have a high attention to detail and enjoy inventory management? Our client, an innovative and leading uniform agency in Midlothian, is seeking a dedicated and motivated Warehouse Associate. Apply now for immediate hire! Job Title: Warehouse Associate Warehouse Associate, Warehouse, Associate, Staffing, Manufacturing

  • Brand Associate

    3 weeks ago

    Midlothian, United States A&H Management Full time

    Are you interested in marketing and possess a natural talent for campaign coordination and driving sales? A&H Management elevates high-profile brands' current strategies through unique marketing and sales campaigns that are relevant and cutting edge. We are currently seeking a select few to fill our Brand Associate role. This Brand Associate is a crucial...

  • Front Desk Sales Associate

    4 weeks ago

    Midlothian, United States PCRK Group Full time

    PCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA.PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail...

  • Front Desk Sales Associate

    3 weeks ago

    Midlothian, United States PCRK Group Full time

    PCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA.PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail...

  • Front Desk Sales Associate

    4 weeks ago

    Midlothian, United States PCRK Group Full time

    PCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA. PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail sales....

  • Front Desk Sales Associate

    3 weeks ago

    Midlothian, United States PCRK Group Full time

    PCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA. PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail sales....

  • Front Desk Sales Associate

    4 weeks ago

    Midlothian, United States PCRK Group Full time

    Job DescriptionJob DescriptionPCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA.PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service...

  • Front Desk Sales Associate

    3 weeks ago

    Midlothian, United States PCRK Group Full time

    PCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA.PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service enhancements, and retail...

  • Front Desk Sales Associate

    3 weeks ago

    Midlothian, United States PCRK Group Full time

    Job DescriptionJob DescriptionPCRK Group is hiring for Full & Part Time Front Desk Sales Associate in Midlothian, VA.PCRK Group has full-time and part-time positions available for entry level Sales position. This position will have a direct impact on the success of the business, by being a driving force of sales growth through membership sales, service...