What are the responsibilities and job description for the Client Services Associate position at Virginia Asset Group?
Company Description
Virginia Asset Group, established in 2004, is dedicated to helping clients achieve their financial goals through personalized guidance and individualized strategies. The firm offers tailored wealth management services supported by a diverse team of experienced financial professionals. Known for high-quality customer service, Virginia Asset Group emphasizes understanding each client’s unique needs and values before providing solutions. Located in Virginia Beach, VA, the company continues to grow, adding experienced advisors to expand its expertise and better serve its clients.
Role Description
This is a full-time, on-site role for a Client Services Associate located in Virginia Beach, VA. The Client Services Associate will handle client interactions, deliver exceptional customer service, and provide support for financial advisors. Responsibilities include addressing client inquiries, managing account operations, coordinating client meetings, and ensuring a high level of satisfaction and efficiency in client dealings. The role involves maintaining strong communication with clients, handling client documentation, and contributing to the team’s goal of offering tailored financial planning services.
Qualifications
- Proven experience in Client Services and Customer Support
- Strong skills in Communication and Customer Service, with a focus on relationship management
- Basic knowledge of Finance; experience in financial services or wealth management is preferred
- Organizational skills and attention to detail
- Proficiency in relevant technologies, including financial management tools and Microsoft Office Suite
- Bachelor’s degree in business, finance, or a related field is an advantage