Service client Jobs in Virginia Beach, VA

The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects, have strong follow-through, and take initiative on tasks. This position will work in the Virginia Beach office.

Role & Responsibilities

Administrative Support

• Provide administrative support to Financial Advisor.
• Organizing Financial Advisor’s email and Schedule meetings and manage calendar.
• Schedules client meetings, maintains Advisor’s calendar, and books conference rooms.
• Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
• Performs various administrative functions; answering and directing incoming telephone calls; opening, dating, and sorting incoming mail; preparation of outgoing US mail, courier, or delivery service packages, ordering of supplies; and equipment maintenance.
• Schedule complex travel arrangements and itineraries and expense management.
• Maintain and update network and hard copy files including scanning of documents and cataloging folders.
• Manage client gifts, birthday cards and other personalized touch points for Financial Advisor.

Special Projects & Event Coordination

Client Service & Operations

Professional Experience & Attributes

Please note that this job is expected to be in the office.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.