Client Service Administrator - Finance

Must have experience in wealth management or the financial services industry

Location = Harrisonburg, VA (in office)

Salary = $60,000 to $65,000

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a small team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention.

Our goal is to optimize the financial and personal lives of our clients. We translate financial complexity into simple and straightforward strategies that support clients through every stage of life. Our clients are some of the most wonderful people you will meet, presenting a variety of complex financial planning scenarios that tap into our expertise. Advocating for them to achieve their dreams is the highest honor for us!

Sound appealing? We are building a team with people who share our vision and want to add value by providing exceptional service to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Administrator to our team who will support our clients and all members of our team. The attributes that we are looking for in a teammate include:

Insistent attention to detail and a knack for numbers
Compassion and empathy
Desire to provide exceptional personalized service
Commitment to exceeding client expectations
Flexibility and openness to step in and do whatever is needed to support the team
Curiosity about and active interest in financial literacy
Interest in working on varied assignments and continuously learning
Strong communication and interpersonal skills, showing an ability to connect with others and build relationships across our client base
Ability to anticipate the needs of the advisors and proactively support their work
Self-directed time management and prioritization capabilities and outstanding organizational skills
Ability to self-start, take initiative, and be proactive
Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
Poise and maturity, especially in stressful situations
Team player with strong desire to be a long-term contributing member of the team
A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Administrator, you can expect to:

Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
Intake, screen, organize and process all that you are able, focus the advisors’ attention on the items that require their personal attention, and ensure that all activities are captured, scheduled, and completed.
Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments with the team and managing Calendly.
Assist clients to complete investment and insurance paperwork; ensure all required forms are completed fully, and accurately
Drive efficiency and organization of core operational tasks; track new and pending investment business and service requests; track outstanding documents to keep business flowing
- Maintain compliance with both FINRA and Broker-Dealer rules & regulations (e.g., documentation, uploads, check logs, etc.)
- Maintain up-to-date organized client files and database records (e.g., in CRM, WealthGuide, etc.)
- Maintain office procedures manual
- Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks)
- File client statements, correspondence, and agreements completely within five business days
Maintain CRM system to ensure accuracy and maximize effectiveness of client data collected
At the direction of an advisor, execute money movements in client accounts
Schedule and confirm client appointments
Review and complete all invoices for clients and vendors as they come in
Develop, communicate, and implement effective processes, workflow initiatives, and improvements in the client experience. Update policies and procedures and employee handbook regularly or as necessary.
Support marketing initiatives for the firm: manage social media, maintain the firm’s website, coordinate creation/distribution of a monthly newsletter, gifts/cards for client life events, etc.
Perform other duties, as needed

Qualifications for this role include:

Bachelor’s degree in finance, economics, or a related discipline
Minimum of 2 years of experience in the financial services industry preferred
Minimum of 2 years of experience in client service and operations preferred
Financially literate - Series 7, 66 highly desirable
Be a notary or willing to become one
Excellent communication (verbal and written), relationship management, and coordination skills
Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
Technology-forward
Ability to adapt in a fast-paced environment
High attention to detail
Ability to learn quickly
Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As a Client Service Administrator, you will work with some of the most successful families around. You will provide life-changing support to clients who look to us to be a key member of their team and an advocate for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both us and you. We look forward to meeting you!

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