Client Services Associate

Client Services Associate

Richmond, VA

LHH is seeking a highly organized and proactive Client Services Associate to support daily operations and provide exceptional service for a growing financial services team in Richmond. This role offers the opportunity to work in a collaborative, detail-focused environment with exposure to account management and financial operations.

Responsibilities:

• Provide administrative and operational support to internal team members
• Assist with onboarding new client accounts, including coordinating documentation and setup
• Serve as a point of contact for client requests, ensuring timely and accurate follow-up
• Maintain and update client records across internal systems
• Prepare forms, documents, and materials for client meetings and ongoing account activity
• Coordinate with external partners such as financial institutions and service providers
• Monitor account activity and help ensure records are accurate and up to date
• Support general office and administrative functions, including tracking outstanding items and managing documentation

Qualifications:

• Bachelor’s degree required
• 2 years of relevant experience within finance or advisory industries
• Strong attention to detail and ability to manage multiple priorities
• Excellent communication and follow-up skills
• Proficiency in Microsoft Office, including Excel and Word
• Ability to learn new systems and adapt in a fast-paced environment
• Professional, team-oriented approach with strong client service skills

Additional Details:

• Fully onsite role in Richmond, VA
• Opportunity to contribute to a structured, client-focused team environment
• Long-term growth potential within a stable organization

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.