3Chopt Investment Partners · 22 hours ago
Client Relations Specialist
Richmond, VA
Full-time
Onsite
New Grad, Entry Level
0+ years exp3Chopt Investment Partners is a financial services firm seeking a Client Relations Specialist to enhance client experience. The role involves being the primary point of contact for clients, supporting advisors, and managing client communications and onboarding processes.
AdviceFinanceFinancial ServicesRisk Management
Responsibilities
Serve as a primary point of contact for client questions, requests, and follow-ups, delivering professional and responsive service
Build relationships with clients through consistent communication and attention to detail
Maintain consistent communication with clients regarding account activity and service updates
Support client onboarding, including account setup, documentation, and regulatory requirements
Coordinate account maintenance activities such as updates, transfers, and beneficiary changes
Prepare, process, and review client forms and service requests for accuracy
Assist with client meeting preparation, follow-up, and correspondence
Collaborate with advisors and internal teams to support current and prospective client relationships
Maintain accurate client records in CRM and portfolio management systems
Participates in process improvements, product implementations, and system enhancements
Ensure compliance with firm policies and confidentiality standards
Qualification
Required
Strong client service, relationship-building, and communication skills (written and verbal)
Excellent organizational skills with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Professional demeanor with discretion and integrity
Ability to work independently and collaboratively
Proficiency with Microsoft Office and CRM systems
Preferred
Bachelor's degree preferred
0-2 years of experience in client service, administrative support, or financial services preferred
Company
3Chopt Investment Partners
3Chopt Investment Partners offers personalized investment advisory and financial planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Preston Dillard
Founder& Managing Director
Scott Storey
Founder & Managing Director
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