Client Service Specialist
Hybrid · McLean, Virginia, United States
McLean, Virginia, United StatesHybridFull TimeMid LevelAssociates DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Unknown
Job Summary
Provide comprehensive client service for the firm’s clients and support for advisors, including client correspondence, account openings, asset transfers, money movements, and preparation of meeting documents; manage workflow, onboarding, meetings, and calendar; screen calls and greet visitors; maintain client records and office operations; assist with client events and scheduling; ensure confidentiality and high standard of client service.
Required Qualifications
- Associate’s Degree, at a minimum
- Minimum 3+ years of experience in an RIA firm or financial services field
- Intermediate finance and custodian knowledge
- Strong sense of professionalism and discretion required
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
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