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Spark Financial Advisors · 11 hours ago

Client Support Associate

Richmond, VA

Full-time

Onsite

New Grad, Entry Level

$53K/yr - $71K/yr

Spark Financial Advisors specializes in fiduciary, fee-only financial planning and investment management services for women seeking clarity in their finances. The Client Support Associate will be the primary contact for clients, managing communications, onboarding, and resolving issues to ensure exceptional service and maintain strong client relationships.

AdviceFinanceFinancial ServicesService Industry

Responsibilities

Managing client communications

Ensuring accurate and timely responses to inquiries

Assisting with onboarding processes

Safeguarding sensitive client information

Resolving technical and administrative issues

Coordinating with team members to deliver exceptional service

Maintaining strong client relationships

Qualification

Technical supportClient relationship managementMicrosoft Office SuiteSafeguarding confidential informationInterest in marketingFinancial services experienceTech-savvyDetail orientedInterpersonal skillsOrganizational skillsWriting skillsTeam collaborationVerbal communicationWritten communication

Required

Detailed Oriented

Proficiency in providing support services and working collaboratively as part of a team

Strong interpersonal skills and a customer-focused approach to relationship management

Experience in safeguarding sensitive and confidential information

Effective verbal and written communication skills

Experience in technical support and ability to troubleshoot administrative issues

Strong organizational and writing skills

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) & generally tech-savvy

Ability to work on-site in Richmond, VA

Preferred

Experience with Advyzon, Fidelity, Schwab and/or Altruist

Prior experience in the financial services industry is a plus

An interest in marketing is a plus

Benefits

5% bonus target

401(k) contribution of 4% and profit sharing

$250/month tax-free qualifying medical expense reimbursement (QESHRA)

Group Long-term and Short-term Disability Insurance

Three weeks of vacation plus all stock market holidays

Company

Spark Financial Advisors

Spark Financial Advisors provides financial planning and guidance.

Founded in 2018

Richmond, Virginia, USA

1 employee

https://sparkfinancialadvisors.com

Funding

Current Stage

Early Stage

Leadership Team

Lauren Zangardi Haynes, CFP®, CIMA®

Founder

Company data provided by crunchbase