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Client Relationship Associate

1 month ago

Richmond, Virginia, United States The Richmond Group USA Full time
Client Relationship Associate

We 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 identifying financial planning needs and solutions.
  • Prepare for client meetings and ensure all necessary materials are ready.
  • Attend client meetings, take notes, and track next steps.
  • Follow up with clients to ensure smooth communication and progress.
Requirements:
  • Bachelor's degree in business administration or related field.
  • 5+ years of experience in a professional office setting.
  • Proven track record of exceptional organizational skills, professionalism, discretion, and confidentiality.
  • Proficiency in MS Office and QuickBooks, with advanced MS Excel skills.
  • Excellent written and oral communication skills.

We offer a supportive team environment and opportunities for growth and development. If you are interested in this opportunity, please submit your Word-formatted resume. We will 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.

The Richmond Group USA is an equal opportunity employer and welcomes applications from qualified candidates without regard to race, color, sex, national origin, religion, age, disability, genetic information, or military veteran status.