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FS
Financial Services of Virginia
Client Relations Associate
Career Insights for Client Relationship Manager
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Based on Virginia data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$71,471 / year median in Virginia
-1% projected decline
Job Description
Client Relations Associate Financial Services of Virginia Glen Allen, VA Job Details Part-time $20 - $30 an hour 6 hours ago Qualifications Client services Organizational skills Business Administration Associate's degree Office experience Full Job Description Job Summary We are seeking a dedicated, organized, and detail-oriented individual to join our team as a Client Relations Associate. This role serves as a key liaison between our clients and advisors, providing exceptional service and administrative support while helping ensure the smooth operations of our financial advisory practice. Responsibilities
- Serve as a primary point of contact for client inquiries and communications.
- Build and maintain positive relationships with clients through exceptional service and responsiveness.
- Manage calendars, schedule appointments, and coordinate meetings.
- Answer phone calls and emails in a professional and timely manner.
- Prepare, process, and track client paperwork and documentation.
- Assist clients with account-related inquiries and service requests.
- Maintain accurate client records and support ongoing client communication initiatives.
- Support advisors with administrative projects and follow-up tasks.
- Collaborate with team members to contribute to a positive and productive work environment. Qualifications
- Associate or bachelor's degree required, business or finance studies preferred.
- 1-3+ years' experience in client service, relationship management, executive assistance, or office administration.
- Experience in financial services, insurance, banking, or a professional services environment preferred.
- FINRA Series 6 or Series 7 license is not required but considered a plus.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office Suite.
- Excellent organizational skills with strong attention to detail.
- Ability to prioritize multiple tasks and work efficiently in a fast-paced environment. Schedule
- Monday through Friday 9 am - 1 pm.
- Additional hours may be available during peak business periods. Benefits
- Supportive and team-oriented work environment.
- Opportunity for professional growth within the financial services industry.