Client Service Associate or Director of First Impressions

Dynamic career opportunity for a mature, professional, experienced, caring, and creative Client Service Associate (high-level administrator) to join our rapidly growing, independent Wealth Management/Financial Planning firm in Richmond, Virginia. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently with little supervision. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Prepare presentations, greet clients, handle phone, and coordinate client service model tasks and goals through our client/prospect contact management system. Where needed, sort and distribute mail, maintain office filing and document storage, and coordinate vendors and office supplies.

The emphasis of our business is comprehensive financial planning. Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. If you are excited by an opportunity to work with a fast growing financial services practice, and the chance to have your compensation increase directly with your effectiveness, please send us your resume, cover letter, and salary requirements. Ethics, integrity, and can-do attitude are a must. At least 3-5 years of financial services experience required. Hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.

IF THIS SOUNDS LIKE A JOB FOR YOU, PLEASE EMAIL RYANM.SMITH@LPL.COM WITH YOUR RESUME, COVER LETTER AND SALARY REQUIREMENTS. POSITION IS OPEN AND READY TO STAFF WITH AN A+ INDIVIDUAL.