2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Sign in to access AI-powered advices
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Client Service Representative / Administrator – Abingdon Office
Experience: Bachelor’s degree or 2+ years of relevant administrative/client service experience
Compensation & Benefits: Competitive salary, bonus potential, retirement plan, medical insurance, and more
About Concord Wealth Partners
Concord Wealth Partners (CWP) is a fast-growing independent Registered Investment Advisor (RIA) with offices in Abingdon, VA; Rockville, MD; St. Paul, MN; Charlottesville, VA; Huntington, WV; and Worcester, MA. For over 20 years, our mission has been to be our clients’ most valuable resource, delivering institutional-quality investment management, comprehensive financial planning, and strategic tax advice.
We are seeking a motivated, detail-oriented Client Service Representative / Administrator to join our team in Abingdon, VA. This role is ideal for someone who enjoys working in a fast-paced, team-oriented environment and values delivering outstanding client service.
About the Role
The Client Service Representative plays a key role in supporting our financial advisors and delivering a seamless, high-touch experience to our clients. You’ll help manage operational tasks, maintain organization within the office, and communicate directly with clients to address requests, assist with account servicing, and ensure that our day-to-day operations run smoothly.
Key Responsibilities
• Greet clients and visitors in a professional and welcoming manner
• Process new account openings, account maintenance requests, contributions, and withdrawals
• Respond to client service requests and inquiries via phone, email, and in-person
• Handle incoming calls and manage daily correspondence
• Prepare and mail client documentation and periodic communications
• Coordinate advisor calendars and support meeting scheduling
• Manage office supply inventory and maintain a clean, organized workspace
• Support internal team workflows and assist with various administrative duties
What We’re Looking For
• Bachelor’s degree or at least 2 years of administrative or client service experience
• Highly organized with strong time management and attention to detail
• Excellent communication skills—both written and verbal
• Professional, client-first demeanor with a team-oriented attitude
• Proficient in Microsoft Office Suite; experience with financial software a plus
• Previous experience in a financial services environment is helpful, but not required
What We Offer
• Competitive salary based on experience
• Performance-based bonus opportunities
• Retirement plan with employer match
• Medical, HSA, disability, and life insurance benefits
• Paid vacation and holidays
• Ongoing professional development and continuing education support
• Collaborative, growth-focused work environment
• Partial remote flexibility after initial training period
Ready to grow your career in a firm that values service, integrity, and teamwork?
Apply today by submitting your resume and cover letter. Only candidates who submit both will be considered.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Referrals increase your chances of interviewing at Concord Wealth Partners by 2x
Get notified about new Client Services Representative jobs in Abingdon, VA.
Full Time Administrative Office Assistant
Administrative Assistant - Humanities & Behavioral and Social Sciences
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr