Client Service Associate

Posted Monday, December 8, 2025 at 7:00 AM

Curo Private Wealth/Fiduciary Edge Advisors is an independent financial planning and investment management firm with offices in Richmond, Virginia, Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each and every client.

Lead with Purpose. Partner with Impact.

The Client Service Associate is a key point of contact for clients and plays an essential role in delivering an outstanding client experience. You will support advisors, manage daily operations, process paperwork, and ensure client requests are handled efficiently and accurately. You will use your excellent customer service, polished communication, and problem‑solving skills to confidently meet the service needs of our clients and partners.

• Serve as the frontline contact for client phone calls, emails, and inquiries.
• Provide accurate information, troubleshoot issues, and ensure clients feel cared for and well‑informed.
• Open new client accounts with precision and in accordance with compliance standards.
• Process account updates, beneficiary changes, transfers, and required documentation.
• Assist with client meeting preparation.
• Prepare, manage, and submit paperwork for a variety of client and internal requests.
• Maintain organized, compliant records and support ongoing regulatory needs.
• Initiate and process money movements, transfers, RMD requests, and other financial transactions securely and on time.
• Track client requests from initiation through completion with clear communication throughout.
• Assist with daily operational tasks and provide cross‑team support as needed.
• Help maintain smooth workflows and uphold a high standard of client care.
• Assist with client appreciation events and special events as needed, holiday cards, and assist with e‑newsletters, databases, and mailings.

• Strong verbal and written communication skills; positive, professional phone presence.
• Excellent attention to detail and ability to manage multiple priorities effectively.
• Proficiency in Microsoft Office (Word, Excel, Outlook, SharePoint).
• Familiarity with CRM systems such as Wealth Box and/or Redtail is a plus.
• A forward‑thinking, problem‑solving mindset with the ability to anticipate client and team needs.
• Customer‑first attitude and commitment to delivering exceptional service.
• Experience in financial services, insurance, or a similar client‑facing role preferred.
• Competitive pay and benefits with a large employer (over 1600 employees nationwide). Salary range commensurate with experience ($55,000-$70,000).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.