Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an Advisor Support Generalist Wealth Management. The Advisor Support Generalist will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional to add value to a fast-growing firm.
The ideal candidate has previous financial services experience in an operations role, strong client service experience, and familiarity with CRM, portfolio accounting and reporting systems. They should also be a strategic thought leader and drive change to ensure the firm is well-run.
Responsibilities:
Requirements:
Compensation: Competitive base salary and benefits
Location: McLean, Virginia
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