Senior Client Service Associate

Focused on serving retirees’ wealth and financial planning needs, Campbell Wealth Management is a leading, fast-paced, and growing financial planning firm based in Northern Virginia and serves the Washington D.C. Metro Area. CWM seeks to add an experienced financial support professional with exceptional interpersonal skills and a desire to support retirees and those in the process of retiring.

The Senior Client Services Associate (Sr CSA) provides a wide variety of support services to the Wealth Management Team. A Sr CSA follows established procedures to perform standard tasks, resolve questions and problems, and has routine contact with clients and vendors to obtain, clarify, or provide facts and information while sustaining a professional image. The Sr CSA reports to the Client Service Associate Manager and is dedicated to helping Wealth Managers and the firm’s clients.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

• Prepare and process client account paperwork.
• Monitor asset transfers into CWM accounts.
• Provide excellent customer service and assist with answering questions.
• Ensure regulatory compliance is followed.
• Establish, maintain and update files, databases, records and/or other documents.
• Assist Wealth Managers in preparing for Client Review Meetings.
• Calculate and Process Required Minimum Distributions.
• Perform other duties and responsibilities as assigned.

• Absolute integrity at all times.
• One or more years of experience in the financial services industry.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Uphold a professional image with external and internal business contacts.
• Work ethically and with integrity, including maintaining client and firm confidentiality.
• Maintain the highest level of discretion with confidential and sensitive information.
• Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.
• Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.
• Effective problem-solving skills to resolve routine client questions.
• Ability to work simultaneously on multiple projects.
• Ability to follow instructions, including a strong adherence to meet deadlines.
• Excellent organizational skills to prioritize and complete work efficiently.