Client Services Associate

Client Services Associate Tull Financial Group, Inc. Chesapeake, VA Job Details Full-time $50,000 - $70,000 a year 1 day ago Benefits Health savings account Paid holidays Health insurance 401(k) Paid time off Qualifications Teamwork English Bachelor's degree Attention to detail Client services Financial services Productivity software Series 65 Associate's degree Full Job Description Opportunity Overview Tull Financial Group is hiring a Client Services Associate (CSA) to play a vital role on our growing Client Services Team. This position is ideal for someone who takes pride in delivering exceptional client experiences, thrives in a detail‑oriented environment, and wants to build a long‑term career in a fiduciary, client‑first financial planning firm. As a Client Services Associate, you are the operational backbone of the client experience ensuring accuracy, responsiveness, and consistency in every interaction. You will work closely with our Director of Client Relations and Associate Wealth Managers to support clients before, during, and after major financial decisions. This role is designed for someone who wants to grow professionally, contribute meaningfully to a team, and gain deep exposure to how a fee‑only advisory firm operates.

Compensation & Benefits Salary Range:

$50,000-$70,000 , depending on experience and qualifications Benefits include: Paid time off, firm holidays, retirement plan, and health insurance Professional development and continuing education support Licensing and career‑path support for those pursuing long‑term roles in financial services A collaborative, respectful, and professional work environment (Full benefits details provided during later stages of the hiring process.) What Your Day‑to‑Day Looks Like Client Service & Operations Initiate and respond to client service calls with professionalism and care Prepare and process client paperwork including account openings/closings, asset transfers, deposits, withdrawals, and account updates Communicate transaction status clearly to clients and advisors Process and track Required Minimum Distributions (RMDs) Monitor custodian alerts daily and take appropriate action Client Onboarding & Reporting Collaborate with advisors to onboard new clients smoothly Educate clients on account access and service processes Set up and generate client reports Maintain clear, accurate notes in the CRM Team & Firm Support Assist with special projects as needed Support firm workshops, seminars, and client events Coordinate logistics for special events and appreciation activities Minimum Qualifications Bachelor's degree or equivalent relevant experience At least 1 year of client service and/or operations experience , preferably in financial services Proficiency in Microsoft Office Strong written and verbal communication skills High attention to detail and commitment to accuracy Preferred (But Not Required) Qualifications Experience working with an independent RIA Familiarity with CRM, portfolio accounting, or document‑management systems Experience with Orion, Advisor Engine, Redtail, or Charles Schwab Advisor Services Series 65 license, or interest in pursuing licensure after hire Who Thrives at Tull Financial Group Successful Client Service Associates at Tull Financial Group are dependable, organized, collaborative, and client‑focused. They enjoy learning, value accuracy, work well in a growing entrepreneurial environment, and align with our firm's purpose, vision, and values. Hiring Process We take hiring seriously and have designed a thorough, multi‑step process that allows both you and our team to evaluate fit, expectations, and long‑term potential. We commit to professionalism and clear communication at every stage. Step 1: Application Review Submit your resume (cover letter encouraged). Qualified applicants will be contacted promptly to move forward. Step 2: Initial Phone Conversation A structured phone call with a member of our leadership team to discuss your background, career goals, and interest in the role. This conversation is intended to be a time to ensure an understanding of the role and allow for any questions. Step 3

• : First Interview (Culture & Team Alignment)
• A conversation focused on cultural alignment, long‑term growth, and mutual expectations, followed by reference checks. Step 4
• : Second Interview (Role & Skills Focused)
• An interview focused on your experience, approach to client service, attention to detail, and ability to manage responsibilities within a financial advisory environment. Step 5
• : Third Interview & Professional Evaluations
• A deeper interview with additional team members that may include professional evaluations such as skills assessments, work‑style questionnaires, or scenario‑based exercises relevant to the role.

All interviewed candidates will receive timely communication and closure. About Tull Financial Group Tull Financial Group is a client‑first financial planning firm dedicated to delivering clarity, confidence, and exceptional service. We believe great planning begins with great relationships—and those relationships are supported by strong systems, thoughtful processes, and people who care deeply about doing things the right way. Tull Financial Group, Inc. is an

Equal Opportunity Employer Job Type:

Full-time Pay:

$50,000.00 - $70,000.00 per year

Benefits:

401(k) Health insurance Health savings account Paid time off

Education:

Associate (Preferred)

Experience:

Financial Services or Financial Planning:

1 year (Preferred)

Language:

English (Preferred)

License/Certification:

Series 65 (Preferred)

Work Location:

In person