Client Service Coordinator

Washington, DC

Client Service Coordinator – Full Time

Brown | Miller Wealth Management, LLC, based in the Washington DC Area, is seeking a Client Service Coordinator to join their team. The Client Service Coordinator is paramount to the long-term success of Brown | Miller WM.

This role will positively impact and work in direct collaboration with the firm’s client service team, Advisors, and clients. By genuinely providing extraordinary client service to current and prospective clients, the Client Service Coordinator positively represents the vision and mission of Brown | Miller Wealth Management, LLC. It is the Client Service Coordinator’s responsibility to ensure an efficiently functioning office and consistently aim to enhance process and procedures.

This role is the “window” into the practice as they are the first point of contact for clients and prospects. If you thrive in a collaborative and supportive culture, deliver outstanding client experience, and are looking to advance your career with an engaged team, we look forward to hearing from you!

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Wealth Manager

St. Johnsbury, VT

Wealth Manager – Full Time

Ridgeline Wealth Management, an established, cutting edge financial services firm, is seeking a Wealth Manager to join their team. The Wealth Manager will have the opportunity for growth, input, and ownership in the firm, as well as in their professional career. As a growing firm, Ridgeline offers many paths to salary and career advancement. Partnership opportunities are a future possibility for candidates who display the right aptitude and performance.

The Wealth Manager will help drive the growth of the firm through client relationship management and consultation. This individual will be tasked with identifying client needs and issues and offer innovative solutions capable of empowering clients to live their best life. At Ridgeline Wealth Management, they recognize that each investor has unique objectives, challenges, fears, and goals. By getting to know their clients on a deeper level, they can provide a specific direction on how to address their portfolio. Ridgeline WM has a singular goal, and that is to see their clients achieve all of theirs. Ridgeline only knows one way to achieve that goal: together. This mindset specifically avoids competition between team members and instead strongly promotes collaboration among them.

Ridgeline Wealth Management is located in beautiful, Victorian St. Johnsbury, Vermont. The skiing, hiking, mountain biking, hunting and fishing are the best you’ll find in the northeast as well as world-class education opportunities at the renowned St. Johnsbury Academy. The area offers an affordable standard of living and is a great place to raise a family. The ideal candidate is one who possesses an entrepreneurial mindset and is motivated & eager to grow the firm by contributing new ideas. This industry is exciting with unlimited opportunities to grow, so we invite you to connect with us if this position aligns with your experience and personal career objectives.

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Investment Associate

Ashburn, VA

Investment Associate – Full Time

Are you someone who is excited to take the next step in your career? Our client in financial services is seeking an Investment Associate to join their team in Ashburn, Virginia. This is a role with endless opportunities, for candidates who want to truly empower their career and join a rapidly growing Registered Investment Advisor Firm.

This position will mainly assist the firm advisors with workflow management, while delivering a superior experience to the firms High Net Worth clients. This role will provide client relationship support by ensuring all client needs are addressed, answering client questions, prepping advisors for client review meetings, and resolving other issues and tasks as necessary. The candidate should be tech savvy and always thorough in their work. If you are eager to advance your career while working alongside a talented team, who collectively have over 90 years of experience, we strongly encourage you to apply.

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Client Associate – Wealth Management

McLean, VA

Client Associate – Wealth Management – Full Time

Brown | Miller Wealth Management, based in the Washington DC area, is seeking a dedicated Client Associate – Wealth Management to join their growing team. The Client Associate position is an empowering, customer service orientated role with endless opportunities. The client service team is very important, as they are the first voice a client hears when they call the office.

This position will be focused on providing exceptional client service to current and potential clients; accurately administer updates for complex and multi-step client accounts to include account updates, asset movements, account transfers, and fostering new household relationships. The ideal candidate is one that is thorough in their work, operates with a high attention to detail, has a warm and caring attitude, is willing to learn, and encompasses great time management and problem-solving skills.

If you thrive in a collaborative and supportive culture, deliver outstanding client experience, and are looking to advance your career with an engaged team, we look forward to hearing from you!

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Registered Client Service Associate

Seattle, WA

Support – Full Time

The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Client Service Associate to join their independent and seasoned Financial Advisory Group.

As a Registered Client Service Associate, you will become a trusted resource to our clients, advisors, and team members, while demonstrating a client-first approach to enhance the overall client experience. This role will allow for you to use your administrative and operational skills to research and resolve problems, onboard new accounts, maintain proper record keeping, and prepare correspondence in a fast-paced, collaborative, and professional environment.

If you possess a welcoming personality and are in search of an empowering career, we want to hear from you! Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively.

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Client Associate

Venice, FL

Client Associate – Full Time

Green Fairways Wealth Management is actively seeking a Client Associate to join their team in Venice, Florida. As a critical team member, your job as a Client Associate is to enhance the client experience by servicing clients, as well as providing operational and administrative support within the firm. You will perform administrative duties that support the Financial Advisors in their daily business practices, handle client experience details, and assist with the firms marketing efforts.

Green Fairway has a great office culture and truly believes in their mission of helping clients through every stage of their financial journey. If you possess excellent communication skills, genuinely enjoy client interaction, and have a team player mentality, we encourage you to apply!

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Client Associate

Dayton, OH

Client Associate – Full Time

Do you genuinely care about helping people? Callahan Financial Management Group, located in Dayton, Ohio, is seeking a full-time Client Associate (CA) to join their thriving team. The staff at Callahan comes to work every day with pride knowing they successfully assist clients reach their financial goals. Callahan Financial recognizes that employees are more productive when they are happy, which is why they promote an accommodating environment for the team.

Using your administrative and operational skills, you will assist Financial Advisors to maximize productivity and ensure an exceptional service experience for their clients. The ideal candidate will demonstrate a client-first approach as they meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, and prepare correspondence in a fast paced, professional and collaborative environment.

Callahan Financial values serving others and making a difference in their clients lives. Apply today to see what kind of difference they could make in yours!

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Client Service Associate

Orlando, FL

Client Service Associate – Full Time

Thorsen ~ Hixenbaugh ~ Kovaleski Wealth Advisors, located on Lake Eola in Orlando, Florida is seeking a full-time Client Service Associate to join their team. As a Client Service Associate (CSA) you will be an integral part of our team. With daily interaction and providing direct support to the practice’s Financial Advisor team, the CSA’s critical thinking skills and reliability are essential to the ongoing growth and success of the company.

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Registered Associate

Shorthills, NJ

Registered Associate – Full Time

Rey Financial Group, located in Short Hills, New Jersey, is seeking a Registered Associate (RA) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and bring value to the areas they can grow.

The Registered Associate role is critical, client facing role, communicating daily with their highly valued clients and their families. This newly created role will consist of a mix of roughly 50% client servicing and 50% advice-driven work. As an RA, you will support the current Financial Advisors, attend meeting reviews with clients, provide summaries and next steps for all priorities, and enhance proactive and reactive client servicing to include: client onboarding and trading for potential liquidity needs.

Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate confidence and care when communicating with clients, and work well with others in a collaborative environment.

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