Client Service Assistant

Vienna, Virginia
Jun 20, 2017
Jul 25, 2017
Full Time

At VLP Financial Advisors, we believe that financial planning is a process, not a product. Our team aims to provide clients with the highest quality investment and planning services by employing sophisticated investment solutions tailored to each individual situation.

Employee owned, VLP Financial Advisors has grown from a sole practitioner to a partnership managing over $475 million in client assets nationwide. The continued growth and success of the firm is through the referrals of our valued clients and strategic alliances, and our commitment to employing top-notch professionals to provide excellent service.

We are looking for people who agree with our mission, who have a passion for excellence, a willingness to exceed client expectations, and exceptional attention to detail. As a Client Service Assistant, you will provide excellent customer service and Advisor support. Responsibilities will include but are not limited to:

  • Providing account information to clients and Advisors, and maintaining client relationships
  • Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits
  • Cultivating relationships with clients to proactively help resolve issues and concerns
  • Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution
  • Complying with all industry rules and regulations, as well as all firm policies
  • Ordering, maintain, and stock office supplies


  • Bachelor’s degree (preferably in business-related field)
  • 4+ years of relevant client service experience
  • Active Series 65 and/or 7 (a plus but not required)
  • Basic financial industry and product knowledge
  • Proficiency in Word, Excel, Outlook, CRM platforms


  • Excellent attention to detail
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Ability to work independently and multi-task by prioritizing workload to manage time effectively, complete work within deadlines, and produce accurate results

Compensation & Benefits:

Competitive salary and comprehensive benefits package:

  • 401(k) Match, Profit Sharing Plan, Discretionary bonuses
  • Employer-paid Medical and HSA contribution, optional Dental and Vision
  • Employer-paid Life and ST/LT Disability Insurance
  • Paid Time Off, Professional Development Program
  • Positive, family-friendly work environment

Prospective employees must be eligible to work in the United States without restriction as to duration, and a thorough background and credit check is required to be considered for employment. Please submit cover letter, resume, and salary requirements.

Job Type: Full-time 

Required education:

  • Bachelor's Degree

Required experience:

  • Financial  or other relevant Client Service: 4 years

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