Client Service Associate, Financial Advisory

Job overview

The Client Service Associate, Financial Advisory role is full time and onsite in Reston, VA. The posting states a salary of $60,000 per year. The position supports a growing financial advisory practice focused on financial planning, investment services, and client service. The associate helps maintain client relationships and ensures account paperwork and transactions are handled accurately and on time. The role combines client communications, meeting coordination, account documentation, and administrative support across financial planning systems.

What you'll do

• Answer incoming calls
• schedule and confirm client meetings and follow-up calls
• respond to client emails
• prepare and maintain client account paperwork
• create account opening and maintenance documents and follow up on completion
• maintain investment account documentation
• prepare transaction and cashiering paperwork
• review and update client financial information across software platforms
• support RedTail, Addepar, eMoney, and Albridge.

What we're looking for

Skills & competencies

client service associate

financial advisory

financial planning

investment services

client relationships

account documentation

transaction processing

redtail

addepar

emoney

reston va

rocs

$60,000 per year

Work arrangement

• Weekend coverage required

Why this role

The posting describes a small, close-knit office and prefers a CFP® or CFP® candidate.

About the employer

ROCS is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.