Job Location : all cities,VA, USA
Company Description
VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing their needs, providing accurate information, and actively protecting and growing their wealth.
Role Description
The Client Service Associate works with lead wealth advisors to deliver exceptional service to high-net worth individuals. This individual must be detail and customer service oriented to provide essential support to clients, advisors and external partners. This includes and is not limited to the following duties: client inquiries, account opening, money movement, document and data management and ad-hoc projects.
Essential Functions and Responsibilities
Qualifications & Competencies
Excellent verbal, written, presentation and interpersonal skills
Strong attention to detail while working in a fast-paced, multi-tasking environment
Ability to work independently to problem solve and meet deadlines while maintaining a high standard for service and accuracy
Utilize team approach facilitate and participate in discussions and decision making
Operational knowledge of basic office equipment: computers, copier, fax, phone
Advanced user of Microsoft suite, specifically Excel and Word
Familiarity with CRM systems and custodian accounting systems preferred. Specifically, Salesforce and Fidelity Wealthscape