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Robert Half Client Services Representative in Mclean, Virginia

Description

We are currently assisting a private wealth management firm located in McLean, Virginia to find a Financial Planning Associate to join their team. This Financial Planning Associate will be responsible for supporting the financial planner of the firm with back-end operations, provide high level contact with clients and enhance the relationship by maintain communication, and assist with preparing financial planning analysis for clients. The ideal candidate for the Financial Planning Associate position will have 3+ years of experience in client services for a wealth management firm, obtain strong written and verbal communication skills, and an Associates/Bachelor’s degree.

Responsibilities of the Financial Planning Associate:

  • Manage calls and emails that are inbound/outbound from clients

  • Maintain client documents and files

  • Assist with financial planning analysis for clients

  • Serve as the main point of contact between financial planner and book of clients

  • Provide a high level of customer service to clients and custodians

  • Maintain a working knowledge of the industry, trends, and products

    Requirements

Requirements of the Financial Planning Associate

  • 3+ years of experience in client services for a wealth management firm

  • Obtain strong written and verbal communication skills

  • Associates/Bachelor’s degree – required

If you are interested in this direct – hire position, please apply directly.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

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