Client Services Associate

As a Client Service Associate (CSA), you will play a key role in delivering a high-quality client experience by working directly with clients and partnering with Advisors. CSAs support clients through every stage of the relationship, including facilitating new business and account-opening paperwork, overseeing transfers and the movement of assets onto our platform, and managing a broad range of ongoing service needs.

This role requires strong organization, time management, attention to detail, clear communication, and full ownership of work from start to finish.

Abich Financial Services is a leading fiduciary financial planning firm that specializes in Phase 2 retirement planning. We've been recognized as the #1 planning firm in Loudoun county for the last 7 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past four years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.

• Manage and maintain CRM activity to support accurate tracking, documentation, and follow-through across client cases.
• Organize incoming client financial information and prepare meeting materials for Advisor appointments.
• Facilitate the full lifecycle of new business paperwork, including preparing, reviewing, and submitting forms and applications (life insurance, annuities, and new accounts).
• Oversee the movement of assets onto the platform, including transfer processing and follow-up through completion.
• Interface directly with clients to review documents, obtain signatures, and collect outstanding requirements in a timely manner.
• Communicate proactively with clients and Advisors to set expectations, provide updates, and keep work moving forward.
• Manage inbound inquiries and service requests from existing clients, ranging from routine updates to complex operational needs.
• Prioritize daily workload, ensuring strong time management, follow-up, and closure on tasks and longer-term projects.
• Take on expanded client responsibilities based on performance, capacity, and business needs.

• Bachelor's degree required
• Virginia Life, Annuities & Health license is preferred. Alternatively, applicants may express commitment to achieve licensure within the first year of employment.
• At least 1 year of industry experience required.
• Superior customer service to clients, prospects and co-workers.
• Strong verbal and written communication skills.
• Meticulous attention to detail & time management.
• Handle confidential information in a discrete and professional manner.
• Prioritize list of outstanding issues to effectively handle urgent matters.
• Feel comfortable establishing systems and processes to create efficiency within the firm.
• Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint, One Note, Teams and Outlook).

Job Type: Full-time, In-Person

This position is not eligible for current or future visa sponsorship.

• Competitive Salary: $55k-70k Base Plus $10k+ in Bonus Pool Eligibility
• Quarterly Bonus Opportunities
• Quarterly Awards and Recognition
• 401(k) Plan with up to 4% Employer Match
• 15 Days of Paid Time Off
• 9 Paid Holidays
• Health Insurance
• Vision Insurance
• HSA & FSA Options
• Company Paid Life Insurance & Disability
• Mental Health Resources and Employee Assistance Program (EAP)
• Tuition Reimbursement for Job Related Continuing Education