Job Posting | Client Relationship Associate

Company News February 28, 2023

Wilbanks, Smith & Thomas Asset Management, LLC is an established and growing investment advisory firm located in downtown Norfolk, Virginia. We are dedicated to providing our clients with world-class investment strategies and service. Our team currently consists of 45 professionals, each of whom is expected to serve with enthusiasm, alacrity, and the utmost professionalism. In return, we are committed to offering our employees a challenging and friendly work atmosphere with opportunities for advancement. Only those candidates with integrity, dedication and a desire for long-term employment should apply for this position.

We are seeking to fill the position of Client Relationship Associate. The role of this position is to provide administrative support to the Investment Portfolio Manager on daily, weekly, and monthly tasks. This is a support position and the successful candidate will be a team player willing to take direction and be resourceful. Candidate must also possess excellent communication skills and a friendly, professional and positive demeanor.

Job responsibilities include the following:

Prepare client account paperwork and correspondence
Process incoming correspondence, make copies and file
Document various activities and account changes as required by compliance/industry regs
Correspond and process paperwork with various custodians and bank trust officers
Add and maintain client profiles and investment accounts in company databases
Process wires, security transfers and cash distributions from client accounts
Schedule meetings and help prepare meeting materials for the Portfolio Manager
Gain a thorough understanding of client accounts, including investment goals, restrictions, and overall objectives
Prepare reports and tax information for client accounts
Complete various projects (database updates and maintenance, client inquiries and correspondence, etc.)

Required Qualifications:

Bachelor’s Degree preferred
1-3 Years relevant work experience
Excellent organizational skills
Extreme attention to detail
Ability to collaborate and work well in a team environment
Must be proficient in Microsoft Excel

Additional Notes:

We use Orion Advisor Tech Software and Salesforce CRM
Prefer candidates who have work experience in customer relationship management
Helpful to have some knowledge of securities (stocks, mutual funds, bonds) with experience in the financial and investment industry

If you are interested in applying for the Client Relationship Associate position, please email your resume and cover letter in PDF format to [email protected].

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