Career Listing

Client Service Associate

Name: YTS Wealth Management
Address: 4000 Triangle Lane, Export, PA, 15632, US
Telephone: 724-733-4334

- Arlington, VA

Summary

As a Client Service Associate within the Administration Department, you are an advocate for advisors and the administration team. This includes assisting advisors with any meeting preparation, scheduling client meetings, speaking directly with clients to solve any issues, and assisting the advisors with adherence to compliance standards set forth by LPL.

Location: Arlington, Virginia
Hours: Full-Time: 9am-5pm*
Job Type: In-Office
Salary: $60,000-$70,000

Roles and Responsibilities
- Manage document handling through scanning, emailing, faxing, and e-filing.
- Perform data entry with accuracy and attention to detail.
- Facilitate the opening of new accounts and associated processes.
- Process and address account service requests promptly and efficiently.
- Answer client phone calls and provide professional support as needed.
- Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management.
- Travel periodically to new office locations to support development initiatives.
- Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
- Complete additional tasks and projects as assigned.
Essential Skills for Success
- *Open to periodic after-hours engagement for networking, events, and team initiatives
- Represent our core values.
- Strong ability to multitask in a dynamic environment.
- Exceptional communication skills, both verbal and written.
- Effective time management to ensure deadlines are met.
- Self-motivated with a proactive approach to tasks.
- Uphold professionalism and a consistently positive attitude.
- Collaborative team player with strong interpersonal skills.
- Quick-thinking and resourceful in solving problems.
Relevant Experience
- Customer service: 2 years (Required)
- Working with data entry, numbers, sensitive and confidential information
- Having relevant office experience
- Directly working in the financial services industry
- Experience working with our Broker Dealer, LPL Financial
- Education in finance, having financial certifications, and/or securities licenses
Growth Opportunities
- Engage in our community outreach events for networking and charities.
- Build relationships through direct client and advisor interactions.
- Work independently or collaborate with teams on a variety of projects.
- Access paid and reimbursed continuing education opportunities.
- Enjoy uncapped earning potential and career advancement.
Qualifications and Certifications
- Bachelor’s Degree (Required)
- Securities Industry Essentials (Preferred)
- Series 7 (Preferred)
- Series 6 (Preferred)
- Series 63 (Preferred)
- Must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.
Benefits and Perks
- 9 paid holidays annually (If during Mon-Fri)
- Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
- Reimbursed travel expenses
- (After 30 Days) 10 days of Paid Time Off
- (After 30 Days) 401(k) dollar for dollar match up to 4%
- (After 30 Days) Maternity and Paternity leave
- (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance
Relocation
- Arlington, VA 22209: Relocate before first day (Preferred)
- Relocation expenses not reimbursed
- Commute expenses not reimbursed

Apply Now

We’re always on the lookout for great talent and a great fit. Include a resume and cover letter in the form below and we will be in touch as soon as possible.