Bluespring Wealth Partners · 1 month ago
Client Service Associate
Richmond, VA
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $70K/yrBluespring Wealth Partners is an independent financial planning and investment management firm committed to helping clients achieve their financial goals. The Client Service Associate will be a key point of contact for clients, supporting advisors and managing daily operations to ensure outstanding client experiences.
Financial Services
Responsibilities
Serve as the frontline contact for client phone calls, emails, and inquiries
Provide accurate information, troubleshoot issues, and ensure clients feel cared for and well-informed
Open new client accounts with precision and in accordance with compliance standards
Process account updates, beneficiary changes, transfers, and required documentation
Assist with client meeting preparation
Prepare, manage, and submit paperwork for a variety of client and internal requests
Maintain organized, compliant records and support ongoing regulatory needs
Initiate and process money movements, transfers, RMD requests, and other financial transactions securely and on time
Track client requests from initiation through completion with clear communication throughout
Assist with daily operational tasks and provide cross-team support as needed
Help maintain smooth workflows and uphold a high standard of client care
Assist with client appreciation events and special events as needed, holiday cards, and assist with e-newsletters, databases, and mailings
Qualification
Required
Strong verbal and written communication skills; positive, professional phone presence
Excellent attention to detail and ability to manage multiple priorities effectively
Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint)
A forward-thinking, problem-solving mindset with the ability to anticipate client and team needs
Customer-first attitude and commitment to delivering exceptional service
Preferred
Familiarity with CRM systems such as WealthBox and/or Redtail is a plus
Experience in financial services, insurance, or a similar client-facing role preferred
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase