Job Description

Opportunity Overview

ProspectBlue is leading the search for a Richmond-based investment management firm seeking a highly organized and client-focused Executive Assistant / Client Service Associate to play a key role in supporting our team and delivering an exceptional experience to its clients.

This position works closely with the Managing Partner and advisory team and serves as the central hub of our office — coordinating client interactions, supporting operational workflows, and helping ensure the firm runs smoothly and efficiently.

The ideal candidate enjoys working with people, thrives in an organized environment, and takes pride in creating positive first impressions. This role offers the opportunity to gain valuable exposure to wealth management operations, client service, and firm growth initiatives while being an integral part of a collaborative and client-focused team.

What You'll Do

Client Experience & Relationship Support

• Serve as the first point of contact for clients and visitors, creating a welcoming and professional experience
• Assist with client onboarding and guide clients through required documentation and account paperwork
• Support advisors in responding to client requests and ensuring timely follow-up
• Coordinate client gifts, communications, and other relationship-building touchpoints

Operations & Administrative Support

• Prepare and process client paperwork and account documentation with custodians
• Maintain accurate client information within CRM and operational systems (Redtail, Orion, Schwab, etc.)
• Monitor and resolve account alerts such as insufficient cash, rejected wires, or documentation issues
• Assist with operational processes including asset transfers, ACH requests, and check requests
• Help improve administrative workflows and identify opportunities for process improvements

Office Coordination & Events

• Maintain office organization and ensure the workspace provides a professional client environment
• Manage office vendors and supplies, including kitchen and office inventory
• Coordinate firm events for clients and prospects
• Maintain internal calendars including firm events, meetings, and team schedules

Team Support

• Assist advisors with client service needs and administrative coordination
• Support special projects and firm initiatives as needed
• Help maintain a culture of collaboration, responsiveness, and continuous improvement

What We're Looking For

The ideal candidate is organized, proactive, and genuinely enjoys helping others. This person takes pride in being dependable, detail-oriented, and ensuring both clients and team members have a positive experience.

Successful candidates typically bring:

• Experience in administrative support, client service, or office coordination.
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Comfort working with technology and CRM systems
• A proactive mindset with the ability to manage multiple priorities

Experience supporting financial advisors or working in wealth management is preferable but not required.

Preferred Experience

• Client service or administrative support experience
• Financial services or wealth management exposure
• Familiarity with CRM systems such as Redtail or Orion
• Experience working with custodians such as Schwab
• Interest in pursuing financial services licensing (Series 66) in the future

What’s In It For You?

You’ll be working for a client-first wealth management firm focused on building long-term relationships and delivering exceptional service with a team that values professionalism, collaboration, and continuous improvement.

This role offers:

✔ Direct exposure to firm leadership

✔ A collaborative and supportive team environment

✔ Consistent Monday–Friday schedule (9–5)

✔ Opportunity to grow within wealth management operations and client service

✔ Meaningful work supporting long-term client relationships

Compensation & Benefits

Competitive salary and benefits package, including bonus potential and retirement plan.

Who This Role Is Perfect For

This opportunity is ideal for someone who:

• Enjoys interacting with clients and creating great experiences

• Is highly organized and takes pride in keeping things running smoothly

• Likes improving processes and finding better ways to work

• Wants exposure to the wealth management industry