Golden Wealth Strategies · 16 hours ago
Client Services Associate
Arlington, VA
Contract
Hybrid
Entry Level
1+ years expGolden Wealth Strategies is committed to achieving financial wellness as the gold standard. They are seeking a Client Services Associate to assist with day-to-day operations, providing exceptional client support and ensuring seamless client interactions.
Financial Services
Hiring Manager
Jacqueline Schadeck, CFP®, AWMA®
Responsibilities
Assist with day-to-day operations
Providing exceptional client support
Ensuring seamless client interactions
Managing client inquiries
Maintaining accurate financial records
Supporting financial planning operations to enhance overall client satisfaction
Qualification
Required
Strong Client Services, Customer Service, and Customer Support skills
1-3 years of experience in Financial Services
Excellent Communication skills, both written and verbal
Basic understanding of Finance and financial planning concepts
High attention to detail and organizational skills
Proficiency with relevant software, such as CRM platforms and Microsoft Office Suite
Ability to work collaboratively in a hybrid work environment
Previous experience in the financial services industry is a plus
Preferred
Bachelor's degree in Finance, Business Administration, or a relevant field is preferred
Company
Golden Wealth Strategies
At Golden Wealth Strategies we believe financial wellness is the gold standard.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase