Client Specialist
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-28
Listing for:
ProspectBlue
Full Time
position Listed on 2026-01-28
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Prospect Blue seeks an experienced Client Specialist/Administrative Assistant for their wealth management firm client in Richmond, VA!
Key Responsibilities- Serve as the first point-of-contact with visiting clients, answering client calls, and being responsible for first impressions.
- Support financial advisors with scheduling, document preparation, and client follow-ups
- Maintain and organize client records in compliance with industry regulations. Work in various databases, including Redtail, Orion, Schwab, etc.
- Assist with account openings, transfers, money movements, and general administrative tasks (cutting checks, journaling assets, ACH’s, etc.)
- Communicate effectively with clients and internal team members. Participate in new client meetings and guide clients through paperwork.
- Managing and ordering office supplies and appearance to enhance the client’s experience. Maintain vendor relationships.
- Prior experience in a financial services or advisory environment preferred (ideally 2+ years)
- Strong attention to detail and solid written and verbal communication skills
- Proficient in Microsoft Office and CRM systems
If you’re ready to support a dynamic financial team, let’s connect!
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