Client Services Associate

Client Service Associate

Multi-Billion Independent Wealth Management Firm

Arlington, VA

Overview

Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Serve as a primary lead for private wealth client services

Provide an excellent client experience for high net worth clients, building and maintaining client relationships

Participate in the growth of a dynamic and growing, independent RIA by servicing client needs

Strong culture of teamwork, integrity, work life balance and personal and professional development

Competitive compensation package including benefits and revenue share

Requirements

1+ years experience in Financial Services or Wealth Management

Bachelor’s Degree

Track record of professionalism, adaptability, attention to detail, and time management