What are the responsibilities and job description for the Client Relations Associate position at MOHR Talent?
Client Relations Associate
Richmond, VA | $31/hr | Contract-to-Hire
Looking to build your career in wealth management with a firm that values polish, precision, and genuine client care? This is a great opportunity for a recent grad or service-minded professional to step into a client-facing role at a well-established financial planning firm, with real potential to convert to a permanent position.
What you'll earn
- $31.00 per hour
- Contract-to-hire opportunity with growth potential
- Hands-on experience in the wealth management industry
The work
- Serve as a primary point of contact for client inquiries and service requests
- Build strong client relationships through proactive, professional communication
- Assist clients with account questions, paperwork, and follow-ups
- Coordinate client meetings, including prep and post-meeting follow-up
- Process new account applications and onboarding documentation
- Handle account maintenance requests such as transfers, distributions, and beneficiary updates
- Maintain accurate client records across CRM and custodial platforms
- Support advisors with meeting prep, performance reports, and planning materials
- Track outstanding client action items and ensure timely follow-through
- Ensure all activity complies with SEC/FINRA regulations and firm policies
Who we're looking for
- Bachelor's degree in business, finance, or related field, or recent graduate
- Financial services or client service experience is a plus, not required
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Excel, Word, Outlook)
This role is time sensitive and will be filled quickly. If you're polished, detail-oriented, and ready to grow in wealth management, apply now!
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Salary : $31