Job – Client Services Associate, Wealth Management

Location – Charlottesville, Virginia

Employment Type - Part Time, Negotiable Hours

Summary

SKV Group is a Charlottesville-based, full-service, independent financial planning firm. We are seeking a part-time client services associate to join our team! Hours are flexible and negotiable, with generous compensation. Opportunities for growth encouraged and abundant.

At SKV we look for employees who take on the responsibility of maintaining a high-quality service level for our clients. We are looking for kind and collaborative employees who are committed to solving challenges. In this role, you will have an opportunity to work with and manage the day-to-day relationships with our clients, partners, and friends of the firm. On our team, you’ll have the support to excel and the opportunity to build a rewarding career!

Roles and Responsibilities

• Execute actionable items in a timely manner to meet service level expectations
• Resolve customer inquiries with a focus on customer satisfaction, handling inquiries about account balances, payments due and other concerns
• Gather client information and complete workflows to open new accounts
• Perform account maintenance tasks
• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
• Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
• Assist with processing of trade adjustments and responding to operational alerts
• Identify firm services and solutions that support clients’ needs including secure, digital offerings like Wells Fargo Online Banking and Money Movement Features
• Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
• Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, compliance requirements, office support)

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred but not required

Knowledge/Skills

• Strong computer skills and knowledge of Outlook, Microsoft Office, and Adobe Acrobat products
• Exceptional writing, interpersonal, and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others

Job Type: Part-time

Pay: $30,000.00 - $40,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Paid training

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person