Client Service Associate

Evermay Wealth Management – Client Service Associate

Evermay Wealth Management is a fiduciary-only wealth advisory firm with offices in Arlington, Gainesville, and Virginia Beach, Virginia. Since our founding in 2009, we've served individuals, families, and institutions through a deeply personal approach to financial planning and investment management.

At Evermay, we believe true wealth is not defined by numbers, but by what your wealth enables you to do; the freedom to live fully, give generously, and build a lasting legacy. Our mission is to help clients experience A Richer Life through thoughtful guidance, tailored strategies, and enduring relationships.

As an independent firm, we are committed to putting our clients first. We provide comprehensive services including financial planning, investment management, estate and tax coordination, and retirement plan solutions. Our team brings together a broad range of experience, and we collaborate closely to help deliver clarity, confidence, and care across every stage of life.

Position Description

The Client Service Associate supports the Director of Operations & Client Experience, Advisors, and Portfolio Manager(s) with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and Evermay paperwork; review and maintenance of client transactions and activity; and execution of client and Evermay tasks such as asset transfers, and preparation of reports as needed. Seeks to provide ideas for clients, employees, and organizational process improvements as it relates to client service.

Primary Duties

Client Services

Provides support to Advisors and Portfolio Manager(s), and the Director of Client Services as it relates to client relationship building and maintenance. Tracks and processes ad hoc client requests, answers client questions and takes initiative to research and find solutions to problems and requests. Proactively communicates with clients anticipating needs to ensure seamless client service and support to the relationship. Calculates and processes Required Minimum Distributions (RMDs), charitable contributions, estate distributions, etc.

Account Administration

Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error. Accurately set-up/review accounts and relationships in portfolio reporting, rebalancing, and CRM software.

Process client administrative requests; including, but not limited to, account updates or changes, distributions, deposits, transfers, etc., in an efficient and accurate manner, using electronic processes whenever possible. Review cost basis on new securities, coordinate updates with back-office provider to ensure accuracy and calculates cost basis as needed. Reconcile systems and researches cash / position / market value discrepancies. Maintain and index client files in the document management system.

Reports Administration and Quarterly Invoicing

Assists Advisor with the preparation of reports for presentation at client meetings. Participates in the quarterly billing cycle by assisting with: data auditing, statement generation and distribution to clients, and uploading of management fees to the custodian. Runs ad hoc reports as requested.

Qualifications/Skills

• A bachelor's degree in business/finance is required. Experience in the investment industry is preferred.
• Communication involves a variety of internal and external contacts; and requires interpersonal skills to effectively deal with all types of people. A team player committed to providing excellent client service.
• Strong organizational skills, accuracy and attention to detail are essential. Ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.
• Expertise with portfolio management software, specifically Envestnet Tamarac, is highly desirable.
• Strong experience with Microsoft products including Word, Excel and Outlook required.

Job Type: Full-time

Pay: $65, $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• On-site gym
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Work Location: In person