Associate, Client Service

4 months 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.

Summary: As a Client Service Associate, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience.

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).
Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.


Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

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.

  • Midlothian, Virginia, United States NFP Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, advisors, and team members.Key ResponsibilitiesDevelop and maintain strong relationships with clients, advisors, and other team members across...


  • Midlothian, Virginia, United States Service Corporation International Full time

    Funeral Director Apprentice Job DescriptionAt Service Corporation International, we celebrate lives and honor our associates. We're seeking a Funeral Director Apprentice to join our team.Responsibilities:Learn to arrange and conduct funeral and memorial ceremonies with professionalism and care.Negotiate and create acceptable funeral contracts.Handle...


  • Midlothian, Virginia, United States Goodwill of Central and Coastal Virginia Full time

    Job Summary:Goodwill of Central and Coastal Virginia is seeking a reliable and detail-oriented Janitorial Services Associate to provide daily janitorial/housekeeping services at designated sites.Key Responsibilities:Perform daily and scheduled tasks as required by the contract, including dusting, vacuuming, restroom cleaning, and trash removal.Maintain a...


  • Midlothian, United States YMCA of Greater Richmond Full time

    Of a Member Services Associate Member services associates will be required to answer phones, greet members, process memberships and complete program registrations. Must be able to work weekends and nights. QUALIFICATIONS of a Member Services Associa Member Services, Member Service, Associate, Retail, Instructor

  • Sales Associate

    4 weeks ago


    Midlothian, Virginia, United States Stretch Zone - 1075 Full time

    Job DescriptionAt Stretch Zone, we're dedicated to helping people achieve their health and wellness goals. As a Sales Associate, you'll play a key role in helping our clients realize their potential through our unique membership model of practitioner-assisted stretch.ResponsibilitiesDrive membership sales to each guest who comes into Stretch Zone.Provide...


  • Midlothian, Illinois, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Cashier & Front End Services Associate to join our team at Walmart. As a key member of our store team, you will play a vital role in providing exceptional customer service and ensuring a seamless shopping experience for our customers.Key ResponsibilitiesProvide excellent customer service by...


  • Midlothian, United States Qualified Staffing Search Group Full time

    Are you a goal-oriented person who thrives in a fast-paced environment? Do you enjoy repetitive tasks that demand a strict attention to detail? Our client, a national Accounting Firm based in Midlothian, is now hiring Administrative Associates! Admin Administrative, Associate, Tax, Microsoft, Staffing


  • 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...


  • 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....

  • Travel Nurse RN

    4 weeks ago


    Midlothian, Texas, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Progressive Care UnitWe are seeking a skilled Travel Nurse RN to join our team in Midlothian, Virginia. As a PCU Travel Nurse, you will provide high-quality patient care in a fast-paced environment.Job Requirements:Specialty: PCU - Progressive Care UnitDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours,...

  • Spa Sales Associate

    4 weeks ago


    Midlothian, Virginia, United States Hand & Stone Midlothian Full time

    Job DescriptionWe are seeking a skilled Spa Sales Associate to join our team at Hand and Stone Spa in Midlothian. As a Spa Sales Associate, you will be responsible for providing exceptional customer service and promoting our spa services to clients.BenefitsCompetitive pay with commission and bonus potentialMedical, Vision, and Dental insuranceCareer...


  • Midlothian, Virginia, United States Massage Envy Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at Massage Envy. As a key member of our sales team, you will be responsible for driving membership sales and member retention, creating a great customer experience, and building ongoing relationships with our clientele.Key ResponsibilitiesDrive...


  • Midlothian, United States Qualified Staffing Full time

    Are you a goal-oriented person who thrives in a fast-paced environment? Do you enjoy repetitive tasks that demand a strict attention to detail? Our client, a national Accounting Firm based in Midlothian, is now hiring Administrative Associates! The Administrative Associate will be a key team member, primarily responsible for supporting various...


  • Midlothian, United States Ewing Outdoor Supply Full time

    Pay range: **Starting at $18.00/hr DOE We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer service for our business and distribute products promptly to our customers. You will represent our company in a professional and cost-effective manner to increase our profitability and customer satisfaction. Candidates with...


  • Midlothian, United States Qualified Staffing Full time

    Are you a goal-oriented person who thrives in a fast-paced environment? Do you enjoy repetitive tasks that demand a strict attention to detail? Our client, a national Accounting Firm based in Midlothian, is now hiring Administrative Associates!The Administrative Associate will be a key team member, primarily responsible for supporting various administrative...


  • Midlothian, United States Qualified Staffing Full time

    Are you a goal-oriented person who thrives in a fast-paced environment? Do you enjoy repetitive tasks that demand a strict attention to detail? Our client, a national Accounting Firm based in Midlothian, is now hiring Administrative Associates!The Administrative Associate will be a key team member, primarily responsible for supporting various administrative...


  • Midlothian, United States Southern States Full time

    Are you interested in joining an industry leader who is passionate about growth? At Southern States Cooperative (A Farmer Owned Cooperative since 1923); we are focused on helping our employees and our customers grow, by being the very best at offering challenging and rewarding career opportunities to our employees and providing superior products, services...

  • Sales Associate

    4 months ago


    Midlothian, United States National Vision Full time

    Company DescriptionAmerica's Best is part of National Vision, one of the largest optical retailers in the United States. The America's Best brand continues to grow, with 950 stores and counting. Each location combines both parts of the optical equation - eyewear and eye care - into one excellent experience at a single low price.For more details about...

  • Sales Associate

    4 weeks ago


    Midlothian, Virginia, United States Stretch Zone Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Stretch Zone. As a Sales Associate, you will be responsible for driving membership sales, providing excellent customer service, and promoting the value of our practitioner-assisted stretching services.Key ResponsibilitiesDrive membership sales to each guest...


  • Midlothian, United States HealthEcareers - Client Full time

    Advocate Aurora Health is seeking a Clinic Surgical Technologist for a job in Midlothian, Illinois.Job Description & RequirementsSpecialty: Surgical TechnologistDiscipline: Allied Health ProfessionalDuration: Ongoing40 hours per weekShift: flexibleEmployment Type: StaffMajor Responsibilities: Participates in the preparation of the operating rooms and / or...