Office Manager

2 weeks ago

Arlington, United States Transcend Practice Management Full time

Senior Client Service Associate

Location: Arlington, VA - Full time, In-Office

Compensation: $75,000 to $80,000 based on experience

MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY

The best and brightest always have choices in the wealth management arena. Working with us – a rapidly growing private wealth management firm - is an investment in your future that will reap rewards for years to come. We are currently seeking an experienced Senior Client Service Associate to join our team.

We are a Wealth Management advisory firm that is growing rapidly, as it expands its business model and explores new and innovative ways to serve clients and advisors. We take pride in having an entrepreneurial culture that embraces collaboration, empowers team members to excel, and serves clients first - always.

Our team is close and tight knit, working collaboratively to bring our values to the table each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us

The attributes that we look for in teammates include:  

  • Effective communication and leadership skills with the ability to influence others
  • Project management and process improvement
  • Coach-ability, adaptability, and openness to change
  • Highly organized and detail-oriented
  • Results-driven and delivers outcomes while working in a fast-paced environment
  • Constantly thinking ahead and anticipating the needs of others
  • Passion, patience, and enthusiasm
  • Commitment to exceeding client expectations
  • Exceptional written and verbal communication skills
  • Desire to be a long-term contributing member of the team

As the Senior Client Service Associate, you are responsible for:

  • Directly liaising with clients to understand their concerns, onboarding new clients, ensuring completeness and accuracy of client records, scheduling client meetings and reviews with the advisors, and enhancing client relationships with outstanding service.
  • Proactively identifying opportunities to add value to the company.
  • Prioritizing Principals’ time, initiatives, and mental energy by acting as the point of contact for the Principals regarding client concerns. Organize ideas, projects, people, time, and resources necessary to keep Principal informed of client issues but with reduced day-to-day involvement.
  • Managing technology for the Principals’ brand and reputation via social media – LinkedIn, Twitter, etc.
  • Managing key relationships and build a process to track and nurture key stakeholders and clients.
  • Maintaining updated client information in the CRM system to ensure accuracy and maximize the effectiveness of the data.

Qualifications for this role include:

  • BS/BA Required
  • 4-6 years’ experience in the financial services industry
  • Minimum 2 years’ experience in client service administration
  • Detail-oriented, efficient time management, and organizational skills
  • Superior interpersonal, oral, and written communications skills
  • Excellent attitude and an extraordinary client service orientation
  • Ability to handle multiple tasks and operate within tight deadlines
  • Proficiency in computer-based programs and CRM’s, such as Calendly
  • Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

Opportunities for continued growth and advancement are available and encouraged in all team members.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you



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