This job has closed.

YTS Wealth Management · 1 day ago

Client Service Associate

Arlington, VA

Full-time

Onsite

Entry Level

$60K/yr - $70K/yr

2+ years exp

YTS Wealth Management is a growing financial firm based in Arlington, VA, dedicated to enhancing lives through personalized service. They are seeking a Client Service Associate to manage client interactions, document handling, and support the onboarding of new Financial Advisors.

AdviceFinancial ServicesInsuranceWealth Management

Responsibilities

Manage document handling through scanning, emailing, faxing, and e-filing

Perform data entry with accuracy and attention to detail

Facilitate the opening of new accounts and associated processes

Process and address account service requests promptly and efficiently

Answer client phone calls and provide professional support as needed

Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management

Travel periodically to new office locations to support development initiatives

Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects

Complete additional tasks and projects as assigned

Qualification

Customer serviceData entryFinancial services experienceMicrosoft Office SuiteWealthbox CRMSecurities licensesCommunication skillsTime managementProblem-solvingTeam player