Job Description
Client Services Associate – Entry Level | Richmond, VA
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ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia!
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About the Opportunity:
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ProspectBlue’s client, a highly respected wealth management firm in Richmond, Virginia, is seeking a smart, outgoing, and motivated individual to join its team in an entry-level client service and administrative support role.
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This is an excellent opportunity for someone who is looking to build a long-term career in wealth management. The ideal candidate will be a genuine “people person” who enjoys working with clients and colleagues, has a strong academic background and understanding of finance, and is eager to learn and grow within the business.
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The successful candidate will initially provide front-office, administrative, and operational support while working alongside experienced Client Service Associates and financial advisors. Over time, this individual will have the opportunity to grow into a full Client Services Associate position with increasing responsibility.
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Key Responsibilities:
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- Greet clients and guests at the office and provide a professional, welcoming first impression.
- Serve as a professional and friendly presence at the front desk and provide coverage as needed.
- Answer and direct incoming phone calls and assist with general client inquiries.
- Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
- Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
- Assist with operational projects and special assignments across the wealth management team.
- Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
- Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
- Learn and utilize the firm's CRM and other technology systems.
- Communicate professionally and effectively with clients, advisors, and internal team members.
- Take initiative to learn the business and progressively assume additional responsibilities.
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Desired Qualifications:
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- Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
- Demonstrated interest in finance, investments, wealth management, or financial services.
- Prior financial services or investment advisory experience is a plus, but not required.
- Strong academic record and ability to understand and learn financial concepts.
- Extremely organized, detail-oriented, and dependable.
- Excellent verbal and written communication skills.
- Outgoing, personable, and comfortable interacting with clients and colleagues.
- Professional demeanor and strong interpersonal skills.
- Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
- Comfortable working with spreadsheets and learning new technology and CRM systems.
- Ability to multitask, prioritize responsibilities, and meet deadlines.
- Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.
- A team-oriented attitude and willingness to take on a variety of responsibilities.
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What We're Looking For:
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The right candidate doesn't need to have extensive industry experience. We're looking for someone with the intelligence, personality, character, and motivation to grow.
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If you're someone who takes pride in doing things the right way, enjoys working with people, is eager to learn, and wants to develop a career in wealth management, this could be an excellent opportunity to join a respected firm and grow with the team.
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Compensation:
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- Estimated salary range: $50,000–$60,000 per year
- Salary will be dependent on prior industry experience, internships, educational background, and qualifications.
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If you're ready to start your career in wealth management and grow into a Client Services Associate role, let's connect!
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Interested candidates should submit a resume to jamie.shield@prospectblue.com to begin the application process.
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