Client Associate

Company: LHH US
Location: Richmond
Posted on: January 23, 2026

Job Description:

Job Description Job Description Position Overview We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily operations. The ideal candidate thrives in a professional, fast-paced environment and is motivated by helping clients achieve their financial goals. Key Responsibilities Serve as a primary point of contact for client inquiries, providing prompt, accurate, and professional support Coordinate account onboarding, documentation, and maintenance activities Assist with preparation of client meeting materials, reports, and presentations Manage client account transactions, money movement requests, and general service needs Maintain organized client files and ensure data accuracy across systems Support advisors with administrative tasks and operational follow-through Collaborate with internal teams to ensure a seamless and consistent client service experience Monitor deadlines, compliance requirements, and workflow processes to support exceptional client care Qualifications Bachelor's degree preferred or equivalent experience Prior experience in financial services, wealth management, or client service highly valued Strong communication and interpersonal skills High level of professionalism, discretion, and client empathy Excellent organizational and time-management capabilities Proficiency with Microsoft Office; familiarity with CRM or wealth management platforms a plus Ability to work both independently and collaboratively FINRA Series 7 and/or 66 licenses are a plus (or willingness to obtain) What We Offer Competitive salary and benefits package Opportunities for professional development and industry education Collaborative and supportive team environment Meaningful client relationships and long-term career growth potential Pay Details: $55,000.00 to $60,000.00 per year Search managed by: Mollie Miller Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Keywords: LHH US, Dale City , Client Associate, Accounting, Auditing , Richmond, Virginia