Wealth Management Advisor

24 hours ago


Arlington, Virginia, United States Transcend Practice Management Full time

We are seeking an ambitious and results-driven individual to fill the role of Senior Client Service Associate at Transcend Practice Management.

This is a challenging and rewarding opportunity for someone who wants to make a real difference in the lives of our clients.

The successful candidate will have a strong track record of providing exceptional client service and support, with a focus on delivering high-quality experiences that exceed client expectations.

A bachelor's degree in any field is required, and 4-6 years of experience in the financial services industry, including a minimum of 2 years in client service administration, is preferred.

Responsibilities:
  • Directly liaising with clients to understand their concerns and needs.
  • Scheduling client meetings and reviews with advisors.
  • Ensuring completeness and accuracy of client records.
  • Maintaining updated client information in the CRM system.
  • Providing coaching and guidance to colleagues as needed.


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