Client Services Associate
: Job Details :

Are you a detail-oriented administrative professional looking for an opportunity to support a thriving advisory team? In your next role, you will become an integral part of our team, managing office administration and directly supporting our advisors in Roanoke, VA.

The Richmond Group USA (TRG) is seeking a Client Services Associate to join a close-knit team, where you'll take charge of office administration and client communication.

What You'll Do:

• Gain valuable insights into financial and insurance planning.
• Organize and ensure readiness for each client engagement.
• Join client meetings, take notes, and track action items to maintain momentum.
• Maintain proactive communication with clients, ensuring timely follow-through on their needs.

Qualifications:

• Education: Bachelor's degree in business administration preferred but not required.
• Experience: 1-3 years in a professional office setting.

Skills:

• Strong organizational skills, professionalism, discretion, and confidentiality.
• Proficiency in MS Office (especially advanced Excel) and QuickBooks.
• Excellent written and verbal communication skills.

How to Apply:

Interested in this opportunity? Send a Word-formatted resume to ...@richgroupusa.com. We'll keep your information confidential and contact you when a position matches your background and location.

Equal Opportunity Statement

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.