What are the responsibilities and job description for the Client Services Associate position at Curo Private Wealth?
About Curo Private Wealth:
Curo Private Wealth is an independent financial planning and investment management firm with offices in Richmond, Virginia, Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each and every client.
About the Role:
The Client Service Associate is a key point of contact for clients and plays an essential role in delivering an outstanding client experience. You will support advisors, manage daily operations, process paperwork, and ensure client requests are handled efficiently and accurately. You will use your excellent customer service, polished communication, and problem-solving skills to confidently meet the service needs of our clients and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:
Client Communication & Support
- Serve as the frontline contact for client phone calls, emails, and inquiries.
- Provide accurate information, troubleshoot issues, and ensure clients feel cared for and well-informed.
Account Management
- Open new client accounts with precision and in accordance with compliance standards.
- Process account updates, beneficiary changes, transfers, and required documentation.
Administrative & Operational Support
- Assist with client meeting preparation.
- Prepare, manage, and submit paperwork for a variety of client and internal requests.
- Maintain organized, compliant records and support ongoing regulatory needs.
Transaction & Request Processing
- Initiate and process money movements, transfers, RMD requests, and other financial transactions securely and on time.
- Track client requests from initiation through completion with clear communication throughout.
General Office and Marketing Support
- Assist with daily operational tasks and provide cross-team support as needed.
- Help maintain smooth workflows and uphold a high standard of client care.
- Assist with client appreciation events and special events as needed, holiday cards, and assist with e-newsletters, databases, and mailings.