Client Service Associate - VWG Wealth Management

Your Future Team

Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to help ensure our clients live their lives to their fullest. VWG offers its employees a collaborative, flexible, and enjoyable place to work. VWG Wealth Management is an affiliate of Hightower Advisors.

Job Overview

With support, the Client Service Associate works with lead wealth advisors to provide service to high-net worth individuals. You must be detail and customer service oriented to provide essential support to clients, advisors and external partners. This includes and is not limited to the following responsibilities: client inquiries, account opening, money movement, document and data management and ad-hoc projects. You will report to the Partners.

What You'll Do

• Oversee new client onboarding: Account opening, document management, proactive communication and follow up with advisors and clients
• Administrative tasks: money movement, account transfers, registration and address changes, monitor and respond to time sensitive alerts, prepare reports using CRM or performance software
• Data Management: maintain client records on CRM system, review and manage accurate records for assets held away, custodial accounts and required minimum distributions
• Collaboration: Participation in internal meetings (Client Experience & Tax Document Management) and contribute to practice projects to improve and implement operations projects. Also assist with marketing campaigns, client segmentation, webinars, and events.
• Communication: communicate with clients, internal, external and corporate partners by phone, email and Zoom.
• Compliance: Follow practice, corporate and industry policies, procedures and compliance requirements regarding money movement, correspondence, marketing, events and gifting
  
  
  

Supervisory Responsibilities

• Possible supervision of Operations Associate
  
  
  

Hours of Work

• Standard hours of work are Monday through Friday during normal day business hours, 8:30am – 5:00pm
  
  
  

What You'll Bring

• 1 or more years of experience in the Financial Industry and/or client service and operations
• Excellent verbal, written, presentation and interpersonal skills
• Attention to detail while working in a fast-paced environment
• Ability to work independently to problem solve while maintaining a high standard for service and accuracy
• Use team approach – participate in discussions and decision making
• Keep current on industry rules and regulations
• Operational knowledge of basic office equipment: computers, copier, fax, and phone
• Advanced user of Microsoft suite, specifically Excel and Word
• Familiarity with CRM systems and custodian accounting systems preferred. Specifically, Salesforce and Fidelity Wealthscape
  
  
  

What We Offer

• Salary determined by experience
• Bonus eligible
• Medical, dental, vision insurance
• Employer sponsored long-term disability
• Health Savings Accounts
• Dependent Care FSA
• Pet Insurance
• Traditional and Roth 401(k)
• 401(k) ER Match
• Paid parental Leave
• Flexible PTO after first year
• Hybrid Work Schedule (home and office)
• Free gym in building
• Free garage parking on site
• Work-life balance
  
  
  

VWG Wealth Management places a value on employee happiness and professional development. We offer a fun, collaborative work environment that is ideal for working parents (children and pets!). We believe our team can best serve our clients when employees can also take care of themselves and their family. To foster this supportive culture, we provide a flexible hybrid work schedule, unlimited paid time off, and two weeks to work from anywhere. Averaging an employee tenure of 10 years, our solid foundation of talent and knowledge affords ample opportunities for employee development and career progression. VWG team members work collectively to learn and improve in a fun, productive environment.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.