Modera Wealth Management
Client Service Specialist
McLean, VA
Sponsorship not specifiedDetected 14 days ago
Customer SupportResearchCommunicationProblem SolvingAdaptabilityMicrosoft Office
About the role
- We are looking for a Client Service Specialist in McLean, VA to support the office's advisors and their clients, while also performing general administrative tasks as needed.
Responsibilities
- Provide comprehensive client service for the firm's clients and support for advisors.
- Update and maintain Service Team training guides as necessary
- Organize, scan, and maintain all client paperwork
- Consistently maintain a high standard of customer service
Requirements
- Associate's Degree, at a minimum
- Minimum of 3+ years of experience in an RIA firm or financial services field
- Strong sense of professionalism and discretion required
- Intermediate finance and custodian knowledge
Skills
- Proven analytical and problem-solving skills
- Working knowledge of planning strategies and solutions
- Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
Compensation
- Competitive based salary
Benefits
- Performance based bonus
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
Company info
- Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships - supportive and authentic with mutual respect for colleagues
- We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
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