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- Tasks: Support financial advisors and deliver exceptional client service in a fast-paced environment.
- Company: Join Concord Wealth Partners, a growing independent investment advisor with over 20 years of experience.
- Benefits: Enjoy competitive salary, bonuses, retirement plans, medical insurance, and partial remote work options.
- Other info: Submit both resume and cover letter to be considered for this entry-level full-time position.
- Why this job: Be part of a collaborative team that values integrity, service, and professional growth.
- Qualifications: Bachelor's degree or 2+ years in administrative/client service; strong communication and organisational skills required.
The predicted salary is between 28800 - 43200 £ per year.
2 days ago Be among the first 25 applicants
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Client Service Representative / Administrator – Abingdon Office
Experience: Bachelor’s degree or 2+ years of relevant administrative/client service experience
Compensation & Benefits: Competitive salary, bonus potential, retirement plan, medical insurance, and more
About Concord Wealth Partners
Concord Wealth Partners (CWP) is a fast-growing independent Registered Investment Advisor (RIA) with offices in Abingdon, VA; Rockville, MD; St. Paul, MN; Charlottesville, VA; Huntington, WV; and Worcester, MA. For over 20 years, our mission has been to be our clients’ most valuable resource, delivering institutional-quality investment management, comprehensive financial planning, and strategic tax advice.
We are seeking a motivated, detail-oriented Client Service Representative / Administrator to join our team in Abingdon, VA. This role is ideal for someone who enjoys working in a fast-paced, team-oriented environment and values delivering outstanding client service.
About the Role
The Client Service Representative plays a key role in supporting our financial advisors and delivering a seamless, high-touch experience to our clients. You’ll help manage operational tasks, maintain organization within the office, and communicate directly with clients to address requests, assist with account servicing, and ensure that our day-to-day operations run smoothly.
Key Responsibilities
• Greet clients and visitors in a professional and welcoming manner
• Process new account openings, account maintenance requests, contributions, and withdrawals
• Respond to client service requests and inquiries via phone, email, and in-person
• Handle incoming calls and manage daily correspondence
• Prepare and mail client documentation and periodic communications
• Coordinate advisor calendars and support meeting scheduling
• Manage office supply inventory and maintain a clean, organized workspace
• Support internal team workflows and assist with various administrative duties
What We’re Looking For
• Bachelor’s degree or at least 2 years of administrative or client service experience
• Highly organized with strong time management and attention to detail
• Excellent communication skills—both written and verbal
• Professional, client-first demeanor with a team-oriented attitude
• Proficient in Microsoft Office Suite; experience with financial software a plus
• Previous experience in a financial services environment is helpful, but not required
What We Offer
• Competitive salary based on experience
• Performance-based bonus opportunities
• Retirement plan with employer match
• Medical, HSA, disability, and life insurance benefits
• Paid vacation and holidays
• Ongoing professional development and continuing education support
• Collaborative, growth-focused work environment
• Partial remote flexibility after initial training period
Ready to grow your career in a firm that values service, integrity, and teamwork?
Apply today by submitting your resume and cover letter. Only candidates who submit both will be considered.
Seniority level
-
Seniority level
Entry level
Employment type
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Employment type
Full-time
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Client Services Representative employer: Concord Wealth Partners
Contact Detail:
Concord Wealth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative
✨Tip Number 1
Familiarise yourself with Concord Wealth Partners and their services. Understanding their mission and values will help you align your responses during interviews, showcasing that you're genuinely interested in the company and its clients.
✨Tip Number 2
Highlight your organisational skills and attention to detail in conversations. Since the role involves managing operational tasks and maintaining an organised workspace, demonstrating these qualities can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience in client service or administrative roles. Be ready to share specific examples of how you've successfully handled client inquiries or managed office tasks, as this will illustrate your capability for the position.
✨Tip Number 4
Network with current or former employees of Concord Wealth Partners if possible. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
We think you need these skills to ace Client Services Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative and client service experience. Use keywords from the job description to demonstrate that you meet the qualifications they are looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and how your skills align with the responsibilities of the Client Services Representative position. Mention your attention to detail and communication skills, as these are crucial for the role.
Showcase Relevant Experience: In your application, emphasise any previous experience in a financial services environment or similar roles. Provide specific examples of how you've successfully managed client interactions or administrative tasks.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential for this position.
How to prepare for a job interview at Concord Wealth Partners
✨Showcase Your Communication Skills
As a Client Services Representative, excellent communication is key. Be prepared to demonstrate your verbal and written skills during the interview. Practice answering common questions clearly and concisely, and consider how you can convey complex information simply.
✨Highlight Your Organisational Skills
This role requires strong organisational abilities. Share examples from your past experiences where you successfully managed multiple tasks or projects. Discuss how you prioritise your workload and maintain attention to detail, as these are crucial for the position.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think of examples where you provided exceptional service or resolved issues effectively. This will show your potential employer that you understand the importance of a client-first approach.
✨Research the Company
Familiarise yourself with Concord Wealth Partners and their mission. Understanding their values and services will help you tailor your responses and demonstrate your genuine interest in the role. It also shows that you are proactive and engaged.