Client Associate

Business Operations & Management

Apply now

About Us:

We are a small office in which we respect and care about our team as much as we do our clients.  We take intense pride in listening to the needs and aspirations of our clients and then creating, building, and executing plans that work for them. Our business got its start as a partnership between our two founders, and partnership remains the bedrock of how we approach our work

Responsibilities & Activities for Client Service Associate:

  • Support a book of business with AUM of $150MM+ by managing accounts on multi-custodial platforms,
  • such as Charles Schwab, AXOS, Morningstar, CapitalGroup, Orion, and Paychex
  • Prepare all account forms, such as new account paperwork, power-of-attorney forms, transfer-on-death forms, withdrawal requests, beneficiary designation paperwork, and follow up through completion
  • Execute and track client transactions and account maintenance requests
  • Serve as first point of contact to address daily client needs
  • Maintain and update current client/prospect information in Redtail CRM
  • Organize, scan, and maintain all paper and electronic client/firm files using Sharefile
  • Initiate, track and report on incoming, outgoing, and internal asset transfers.
  • Create and implement a customized onboarding experience for high-net-worth clients
  • Contribute new ideas for client service and process improvements
  • Coordinate weekly proactive communication to maintain contact with clients including birthday cards

Knowledge, Skills, & Abilities:

  • Extraordinary client service orientation and friendly, flexible attitude
  • A genuine interest in serving and caring for clients
  • Excellent organizational and time management skills
  • A self-starter and independent thinker and problem solver
  • Excellent verbal, written, presentation, and interpersonal communication skills
  • Interest and curiosity in financial planning and advising
  • Proficiency with Microsoft Office Suite
  • Experience with Redtail, Morningstar, AXOS, or CapitalGroup
  • Bachelor's degree or higher
Apply now

ROCS Grad Staffing serves these cities and more:

Arlington, VA

Fairfax, VA

Alexandria, VA

Reston, VA

Herndon, VA

Vienna, VA

Great Falls, VA

Falls Church, VA

Crystal City, VA

Winchester, VA

National Landing, VA

Oakton, VA

Chantilly, VA

Centreville, VA

McLean, VA

Burke, VA

Clifton, VA

Lorton, VA

Manassas, VA

Purcellville, VA

Sterling, VA

Ashburn, VA

Leesburg, VA

Springfield, VA

Tysons, VA

Washington, DC

Bethesda, MD

Rockville, MD

Frederick, MD

Silver Spring, MD