J.L. Hicks Financial Group · 1 day ago
Client Services Coordinator (Client Service Associate / CSA)
Tysons Corner, VA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $80K/yr
1+ years expJ.L. Hicks Financial Group is a client-focused financial services firm dedicated to delivering thoughtful planning and responsive service. They are seeking a detail-oriented Client Services Coordinator to serve as a key point of contact for clients and internal teams, ensuring seamless service across various financial accounts.
AdviceLife InsuranceRetirement
Hiring Manager
Dawn Dellinger
Responsibilities
Monitor and manage incoming client requests via email and other communication channels, ensuring timely delegation and follow‑up
Serve as a primary point of contact for client service needs, providing clear updates and maintaining a high standard of professionalism
Build and maintain strong client relationships based on trust, responsiveness, and attention to detail
Document client interactions, requests, transactions, and resolutions accurately in internal systems
Manage and resolve client concerns or complaints promptly and effectively
Process routine service requests for client financial accounts, including but not limited to:
Distributions and contributions
Beneficiary change requests
Account maintenance and updates
Statement requests and delivery
Required paperwork follow‑up and tracking
Coordinate with custodians, carriers, and internal team members to ensure accurate and timely completion of service items
Collaborate closely with advisors and team members to ensure client needs are fully understood and addressed
Update and manage workflows and tasks within Trello, ensuring accountability and follow‑through
Assist with new business paperwork when team capacity requires, supporting a smooth onboarding experience for new clients
Provide annuity, life insurance, disability insurance, and long‑term care illustrations and quotes as needed during high‑volume periods
Coordinate with advisors to ensure illustrations align with client needs and planning objectives
Assist with preparation of financial and internal reports
Support bookkeeping, budget tracking, and financial performance analysis
Assist with audit and tax‑related administrative functions, as needed
Assist in tracking and ensuring timely renewal of investment and insurance licenses
Support compliance‑related administrative tasks as required
Qualification
Required
1–5+ years of experience in a Client Service Associate (CSA), Client Services Coordinator, or Client Relationship role within wealth management, financial planning, RIA, or financial services
Familiarity with investment accounts, insurance products, and general account servicing (distributions, contributions, beneficiary changes, and maintenance requests)
Strong organizational skills with the ability to manage multiple priorities and deadlines
High attention to detail and accuracy, particularly with financial, compliance, and client data
Excellent written and verbal communication skills with a client‑first mindset
Comfortable working with CRM, custodial platforms, and workflow tools (experience with Trello, Redtail, Salesforce, or similar systems is a plus)
Ability to work collaboratively in a team‑oriented wealth management or RIA environment
Professional demeanor with a strong commitment to confidentiality
Preferred
Experience with Trello, Redtail, Salesforce, or similar systems
Company
J.L. Hicks Financial Group
J.L. Hicks Financial Grp. offers financial planning, advisory services, 529 plans, annuities, and IRAs.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase