Client Service Associate

Who We Are 

Old Dominion has been serving our clients with compassion and excellence for more than thirty years. Headquartered in Northern Virginia with clients across the country, we're a full-service firm that strives to give our clients small-firm attention. Family, health, and money are the fundamental pillars of our clients’ lives, and we are proud to play a guiding role in all three. 

Our Culture 

Accountability, trust, and clear communication 

Transparency and open dialogue 

Recognition of achievement 

Empowerment and ownership 

The best idea wins 

Who We’re Looking For 

We are seeking a full-time, in-person Client Service Associate to join our wealth planning firm. This entry-level role is ideal for a recent college graduate with a four-year degree who is interested in financial planning and wants to build a long-term career in the profession. The right candidate is highly organized, detail-oriented, client-focused, and eager to learn while supporting both clients and advisors in delivering an excellent service experience. 

Key Responsibilities 

Support advisors and the broader team with day-to-day client service and administrative needs 

Communicate professionally with clients in person, by phone, and in writing 

Prepare, process, and track client forms, paperwork, and account-related documentation with a high degree of accuracy 

Maintain organized client records and help keep internal systems and workflows up to date 

Assist with scheduling meetings, preparing materials, and following up on client requests 

Coordinate with custodians and other third parties as needed to help complete client service tasks 

Use Microsoft Office and other firm technology tools to manage information, complete tasks, and support office operations 

Contribute to a positive team environment and help ensure a smooth, professional client experience 

Qualifications 

Bachelor’s degree 

Expected to become FINRA licensed 

Strong interest in financial planning, personal finance, and building a career in wealth management 

Excellent organizational skills and close attention to detail 

Strong written and verbal communication skills 

Comfortable working directly with clients and collaborating with a team 

Ability to manage multiple tasks, stay organized, and follow through reliably 

Proficiency with Microsoft Office applications, including Word and Excel 

Positive attitude, professionalism, curiosity, and willingness to learn 

Previous office, administrative, or client service experience is a plus, but not required 

Benefits 

Competitive, stable compensation ($60-$80k) 

Annual performance-based bonus 

2 weeks paid time off plus all NYSE holidays 

Group Health/Dental/Vision insurance plan 

401(k) with employer match 

Path to Associate Financial Advisor 

If you are a motivated early-career professional who enjoys helping others, values accuracy and professionalism, and wants to grow in the financial planning field, we encourage you to apply.