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Client Service Associate

LaRoche Wealth ManagementVirginia Beach, VA
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Overview

Schedule
Full-time
Career level
Senior-level
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

We are looking for a new Associate to join our team in a client-facing role focused on delivering a consistent, high-quality experience. This position is integral to supporting client relationships, managing service requests, and ensuring accuracy across all interactions.

What this Role Involves:

  • Guide insurance and investment applications
  • Prepare materials for client meetings (mostly virtual)
  • Coordinate schedules and communicate proactively with clients and advisors
  • Maintain accurate and up-to-date CRM and client records
  • Help resolve client service requests and follow up

What You Offer:

  • 2-3+ years' experience in financial services
  • Industry licensing is a plus, but not required
  • Strong attention to detail and strong organizational skills
  • Clear, professional written and verbal communication skills
  • Confidence in connecting with clients by phone and email
  • Ability to manage multiple priorities independently

Compensation and Next Steps:

Salary typically ranges from $40,000 to $60,000, depending on your experience.

If you’re looking to build your career in financial services, thrive in a collaborative environment, and are committed to delivering an exceptional client experience, we’d love to connect. Apply today to join our team.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability

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FAQs About Client Service Associate Jobs at LaRoche Wealth Management

What is the work location for this position at LaRoche Wealth Management?
This job at LaRoche Wealth Management is located in Virginia Beach, VA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at LaRoche Wealth Management?
Candidates can expect pay range between $40,000–$60,000 for this role.
What employment applies to this position at LaRoche Wealth Management?
LaRoche Wealth Management lists this role as a Full-time position.
What experience level is required for this role at LaRoche Wealth Management?
LaRoche Wealth Management is looking for a candidate with "Senior-level" experience level.
What benefits are offered by LaRoche Wealth Management for this role?
LaRoche Wealth Management offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at LaRoche Wealth Management?
You can apply for this role at LaRoche Wealth Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.