Client Service Associate

Client Service Associate

Richmond, Virginia
• Contract To Hire • $0 / Per Hour

Client Service Associate — Richmond, VA 23221 | Full-time, Monday–Friday | Onsite

Build Your Career in Wealth Management
We are hiring a polished, organized and service-oriented Client Service Associate to support a well-established financial-planning and wealth-management team in Richmond.

This is an excellent opportunity for a recent graduate or early-career professional who wants to gain hands-on experience in financial services
. You will work directly with clients and financial advisors while learning client onboarding, account administration, investment operations and financial-planning processes. This is not a sales or cold-calling position. The focus is providing outstanding service, maintaining accurate client information and helping the advisory team deliver a seamless client experience.

What You’ll Do

• Serve as a primary point of contact for client questions and service requests
• Communicate with clients professionally by phone, email and in person
• Assist clients with account paperwork, forms and follow-up items
• Prepare and process new-account applications and onboarding documents
• Support account-maintenance requests, including transfers, distributions and beneficiary changes
• Coordinate client meetings and prepare materials for advisor appointments
• Track outstanding client action items and ensure timely follow-up
• Maintain accurate client information in CRM and custodial systems
• Prepare client reports, financial-planning materials and portfolio-review documents
• Communicate with custodians, third-party providers and internal support teams
• Maintain organized digital and physical client files
• Support compliance documentation, audits and reporting requests
• Help improve administrative processes and client-service workflows

What We’re Looking For

• Bachelor’s degree in finance, business, economics, accounting, communications or a related field
• Previous financial-services, banking, investment, insurance or professional client-service experience is a plus
• Excellent written and verbal communication skills
• Strong customer-service and relationship-building skills
• Professional, polished and dependable approach
• Excellent organization and attention to detail
• Ability to manage multiple requests, deadlines and follow-up items
• Ability to work onsite Monday through Friday

Why Consider This Opportunity?

• Excellent opportunity to enter the wealth-management industry
• Hands-on experience with investment accounts and financial-planning operations
• Supportive, professional and relationship-focused environment
• Small-team setting where your work will have a visible impact
• Opportunity to develop valuable financial-services knowledge and transferable skills

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at

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Published: 7/16/2026

Type:
Contract To Hire

Location:

Richmond, Virginia

Category:
Finance / FP&A

5775 Waterford District Dr, Suite #190, Miami, FL 33126