Client Service Associate - Hybrid Remote

Overview

We are seeking a Client Service Associate - Hybrid Remote at our downtown Norfolk, Virginia wealth management firm. This position is responsible for providing support to a Private Client Wealth Management Team.

In Short

• Oversee client interaction and assist in creation of business plans with Financial Advisors.
• Work directly with service team at Schwab to troubleshoot problems.
• Coordinate investment account activity at Schwab.
• Assist with administration of alternative investments.
• Manage meeting logistics and client meeting materials.
• Assist in office organization and document management.
• Work with office administrators for a high functioning office environment.
• Complete other duties as assigned.

Requirements

• BS/BA degree in Business, Finance or related field, or equivalent experience.
• Experience with alternative investments is a plus.
• 1-3 years of relevant work experience in the investment, insurance or trust administration fields.
• Experience with Orion, Salesforce or Schwab systems is a plus.
• Ability to work under deadlines and manage multiple priorities.
• Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook).
• Passion for client service.
• Excellent interpersonal and communication skills.
• Ability to collaborate and work well in a team environment.
• Commitment to company values.

Benefits

• A flat, bureaucracy-free organizational structure.
• Opportunity to join a growing firm with professional growth.
• Work with high-profile private clients and institutions.
• Competitive base salary with an incentive bonus program.
• 401(k) Savings plan with company contributions.
• Health, Dental, Vision, and Long-term disability insurances.
• Generous paid time off program.