Financial Services Coordinator

4 days ago


Charlottesville, Virginia, United States TalentWealth Full time

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is seeking an exceptional Financial Advisor Assistant to support their team in Charlottesville, VA.

Job Overview

The Client Services Associate plays a crucial role in providing top-notch client service and support to financial advisors and staff. As the first point of contact for clients, this individual must demonstrate a high level of professionalism and expertise.

Key Responsibilities

  • Perform a wide range of administrative tasks, including answering phone calls, taking messages, scanning and faxing documents, ordering supplies, and processing correspondence.
  • Onboard new clients and provide exceptional service to existing clients.
  • Process and monitor all client money movement requests, including account openings, deposits, transfers, and wires.
  • Support the coordination of client meetings, including scheduling, preparation, and follow-up actions.
  • Coordinate client communications, marketing projects, and events, such as market letters and mass email campaigns.
  • Track and monitor compliance-related issues and documentation.
  • Perform notary public duties.

Requirements and Qualifications

  • Strong verbal and written communication skills.
  • Well-developed interpersonal skills.
  • Ability to multitask and work in a fast-paced environment with attention to detail.
  • Professional demeanor and appearance that inspires trust and confidence.
  • Proficiency in MS Outlook, Word, Excel, and CRM programs.
  • Prior experience in banking, finance, or securities/investment industry is desired.

Work Environment and Benefits

  • Office hours: Monday to Friday, 9:00 am to 5:00 pm.
  • Paid time off and holidays.
  • 401(k) employer plan.
  • Healthcare benefits.


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