Client Service Specialist

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Client Service Specialist in McLean, VA to support the office’s advisors and their clients, while also performing general administrative tasks as needed.

Responsibilities:

Provide comprehensive client service for the firm’s clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.

Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information

Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.

Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role

Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met

Update and maintain Service Team training guides as necessary

Organize, scan, and maintain all client paperwork

Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings

Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures

Consistently maintain a high standard of customer service

Preserve client confidentiality

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism

Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others

Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

Associate’s Degree, at a minimum

Minimum of 3+ years of experience in an RIA firm or financial services field

Intermediate finance and custodian knowledge

Strong sense of professionalism and discretion required

Skills and Competencies:

Proven analytical and problem-solving skills

Working knowledge of planning strategies and solutions

Highly proficient in financial planning software and computer software, including the Microsoft Office Suite

Excellent written and verbal communication skills

Actively engages as a team member

Adaptability and flexibility

Client first attitude

Benefits:

Competitive based salary

Performance based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, and more

Generous PTO and leave policies

Opportunities for professional growth and continuing education

Partial remote work

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com .

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or quali…