Client Services Associate Position Overview

This is an administrative position and you will work directly with existing firm clients as well as new clients. You will be the initial point of contact with clients and prospective clients. You will be responsible for preparing or obtaining documents required in opening and maintaining client investment accounts. You will be responsible for maintaining the client management system and for providing reports as required. Thorough computer skills are a must and superior knowledge of Microsoft Outlook, Word, and Excel is required. You must be comfortable with data entry and database management. Writing and communication skills must be excellent. Staff is available to provide mentoring and big picture direction but you must have the ability to utilize critical thinking skills and work independently.

For a full description of the position to include benefits, click here.

How to Apply

Please send your resume and a cover letter outlining your salary requirements to sandy@partnersinfinancialplanning.com, or by mail to:

Sandy Jaeger
Partners in Financial Planning
421 S. College Ave.
Salem, VA 24153

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