Financial Services Professional
3 weeks ago
About the Role
The Richmond Group USA is seeking a highly organized and detail-driven Client Associate to join our close-knit team. As the right-hand assistant to our financial advisory practice, you will play a vital role in ensuring seamless client communication and support.
Responsibilities
- Assist in identifying financial planning needs and solutions.
- Prepare for client meetings and ensure all necessary materials are ready.
- Take notes and track next steps during client meetings.
- Follow up with clients to maintain smooth communication.
Qualifications
Bachelor's degree in business administration or a related field preferred.
Required skills include:
- 2+ years of experience in a professional financial office setting.
- Exceptional organizational skills, professionalism, discretion, and confidentiality.
- Proficiency in MS Office and QuickBooks. Advanced MS Excel skills.
- Excellent written and oral communication skills.
This is an excellent opportunity to grow within a supportive team and make a meaningful impact on client success.
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