Client Services Representative

Lansdowne Private Wealth Management (LPWM) Group, established in Lansdowne, Virginia over a decade ago, is dedicated to empowering individuals to take a proactive approach to their financial health. With a network of elite Private Wealth Management firms throughout the United States. LPWM provides a full spectrum of financial services, including asset management, life and annuity solutions, works with their partner CPA teams, Estate planning teams for estate and trust services.

Acting as a personal Chief Financial Officer for clients, the firm ensures financial goals are achieved responsibly through comprehensive planning, active portfolio management, and risk mitigation strategies.

This is a full-time on-site role for a Client Services Representative based in Lansdowne, VA. Key responsibilities include providing high-quality customer service, addressing and resolving client inquiries, ensuring client satisfaction, and supporting clients' financial needs. The role also involves effective communication with internal teams to facilitate financial transactions and ensure seamless service delivery.

• Experience in Client Services and Customer Service
• Strong Communication skills to address client needs effectively and professionally
• The ability to properly communicate with the team and document conversations
• Commitment to ensuring Customer Satisfaction
• Knowledge or experience in the Finance industry
• Problem-solving abilities and attention to detail
• Ability to work efficiently in an on-site environment
• Proficiency in relevant financial software or platforms is a plus
• High school diploma or equivalent required; a bachelor’s degree in a related field is preferred