- Build and maintain strong relationships with clients, ensuring their financial needs and concerns are addressed promptly and effectively.
- Act as a point of contact for client inquiries, providing accurate and timely information.
- Assist financial advisors in managing administrative tasks, including account opening, documentation, and transaction processing.
- Ensure all client records are accurately maintained and updated in compliance with regulatory requirements.
- Communicate proactively with clients to convey updates, gather necessary information, and address any queries or concerns.
- Conduct regular follow-ups to ensure client satisfaction and identify potential opportunities for financial planning.
- Manage a diverse set of tasks with efficiency, prioritizing responsibilities to meet deadlines and client expectations.
- Demonstrate a proactive approach to problem-solving and resolution.
- Stay informed about industry regulations and compliance standards.
- Ensure all client interactions and documentation adhere to regulatory requirements.
- Competitive Salary with bonus opportunities
- Health Insurance
- 401k with 3% match and profit sharing
- Professional development (i.e.: Financial Licensing)
- Bachelor's degree in Finance, Business, or a related field.
- Previous experience in a client service role within the financial services industry is preferred.
- Knowledge of Schwab, Fidelity, and Pershing is preferred.
- Excellent organizational and time-management skills.
- Exceptional interpersonal and communication skills.
- Detail-oriented with a commitment to accuracy in all aspects of work.
-
Wealth Management Consultant
3 weeks ago
CFA Institute Glen Allen, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Wealth Management Consultant
3 weeks ago
CFA Institute Glen Allen, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Wealth Management Consultant
1 week ago
CFA Institute Glen Allen, United StatesJob Description: Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
-
Client Service Associate- Wealth Management
1 week ago
RFG Advisory Glen Allen, United StatesJob Type Full-timeDescriptionOur partner firm, RVA Wealth Management, is seeking a highly organized, client-focused, innovative individual to join their team More than just an administrative role, this person will seek to create operational efficiencies within the independent fin ...
-
Client Service Associate- Wealth Management
1 week ago
RFG Advisory Glen Allen, United StatesJob Type · Full-time · Description · Our partner firm, RVA Wealth Management, is seeking a highly organized, client-focused, innovative individual to join their team · More than just an administrative role, this person will seek to create operational efficiencies within the in ...
-
Private Wealth Manager
3 weeks ago
Leah Yosef International Richmond, United StatesIndependent RIA · Overview · Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow. · Highlights · Strong expertise in adv ...
-
Wealth Management Associate
3 weeks ago
Equitable Services Richmond, United StatesWealth Management Associate - VA Richmond, Falls Church ZR ) · Primary Location : UNITED STATES-VA-Richmond · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by ou ...
-
Operations Specialist, Processing
1 week ago
Crum & Forster Glen Allen, United StatesCrum & Forster Company Overview: · Crum & Forster (C&F) with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) b ...
-
Wealth Management Client Associate
2 weeks ago
Bank of America Richmond, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Financial Planning
4 days ago
HUB International Glen Allen, United StatesJoin our Stevie Award Winning Team at HUB International · When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, inves ...
-
Nexus Innovations Short Pump, United States· The VHV Group / is a well-established corporation of specialists in insurance, retirement, and wealth management. With its brands VHV Versicherungen and Hannoversche, it is a competent and future-oriented partner for policyholders and intermediaries. Our success is based on t ...
-
Head of Wealth Strategic Partnerships
3 weeks ago
Truist Bank Richmond, United StatesNeed Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Responsible for creating and leading the strategic direction and execution of W ...
-
Lease Administrator
1 week ago
Colliers Richmond, United StatesMake your next move an expert one. · At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. · Why Colliers? · Our enterprising environment needs you ...
-
Associate
2 weeks ago
Canal Capital Management Richmond, United StatesCanal Capital Management is an independent registered investment advisor (RIA) located in Richmond, Va. We provide objective investment, tax, business advisory, real estate and financial advice. Our client base consists of successful high net worth families and institutions. We h ...
-
Cloud Security Advisor
3 weeks ago
Federal Reserve Bank of Richmond Richmond, United StatesCompany · Federal Reserve Bank of Richmond · When you join the Federal Reserve—the nation's central bank—you'll play a key role, collaborating with leading tech professionals to strengthen and protect our economic, financial and payments systems. We invest in contemporary and eme ...
-
Director of Operations
3 weeks ago
SBK Financial, Inc. Richmond, United States**Title: Director of Operations** · **Why work for our firm?** · SBK Financial is a wealth management firm consisting of talented and hard-working professionals who are committed to working with clients to simplify their lives and achieve their financial goals. We offer training, ...
-
Application Developer
2 weeks ago
Federal Reserve Bank of Richmond Richmond, United StatesCompany · Federal Reserve Bank of Richmond · When you join the Federal Reserve—the nation's central bank—you'll play a key role, collaborating with a dynamic and diverse team of mission-driven professionals to strengthen and protect our economy and our communities. · Bring your p ...
-
Residential Construction Superintendent
1 week ago
Center Creek Homes Richmond, United StatesCenter Creek Builders, a fast-growing residential construction firm, is seeking a Residential Construction Superintendent to oversee multiple single-family new construction projects in Richmond, VA. Center Creek Builders is the contracting arm of Center Creek Homes that provides ...
-
Executive Assistant
1 week ago
City of Richmond, VA Richmond, United StatesAre you Richmond **R.E.A.D.Y**? · **R**espect. **E**quity. **A**ccountability. **D**iversity **YOU** · This is an **EXCITING** time to Join the City of Richmond We are committed to nurturing talent, fostering growth opportunities, and building strong connections within our workfo ...
-
Client Associate
5 days ago
UBS Richmond, United StatesUnited States - Virginia · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Richmond · **Job Type** · - Full Time · **Your role** · - Your job, as a Client Service Associate, is to enhance the client experien ...
Client Service Associate- Wealth Management - Glen Allen, United States - RFG Advisory
Description
Job Type
Full-time
Description
Our partner firm, RVA Wealth Management, is seeking a highly organized, client-focused, innovative individual to join their team
More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. The ideal candidate should possess strong attention to detail, excellent communication skills, and a commitment to delivering an unparalleled client experience with a willingness to learn and grow as part of a financial team.
In this role, you will have the opportunity to work alongside our Independent Financial Advisors. You will connect with clients and develop relationships as they navigate wealth management.
Responsibilities:
Qualifications:
The role offers a dynamic work environment within the financial services sector, providing opportunities for professional growth and development.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
This is a full-time position. Days and hours of work are Monday through Friday, 9:00-5:00 pm. Occasional evening and weekend work may be required as job duties demand.
Salary Description
$50,000 - $60,000 DOE
