Client Service Associate

Client Service Associate, Charlottesville, VA (HYBRID)

Ready to level up your career? We’re looking for a Client Service Associate who thrives on keeping projects tight, making clients happy, and teams moving. If you’re organized, sharp, and love being the glue that holds it all together, this is your next big move.

What You’ll Do

• Be the right hand to our Portfolio Managers—create reports, decks, and killer client communications
• Own the details—manage timelines, projects, and deadlines like a pro
• Join client meetings (yes, sometimes in person ) and help run the show
• Onboard new clients and keep relationships running smoothly
• Keep records, notes, and systems buttoned up and flawless
• Jump in on business development projects and presentations

What We’re Looking For

• Strong communicator—written, verbal, and presentation skills
• Highly organized multitasker who thrives under deadlines
• Problem-solver with a client-first mindset
• PowerPoint, Excel & Word wizardry (bonus points if you’re an Excel ninja )
• 3+ years of experience (finance/investments/nonprofit a plus) + Bachelor’s degree

Why You’ll Love It Here

• Competitive salary + annual bonus
• Health, disability, life insurance + retirement contributions
• Hybrid flexibility (2 days/week in our Charlottesville office)
• Growth, learning, and real impact in a collaborative, curious team

If you’re ready to make an impact and grow in the world of portfolio management, we’d love to meet you!

If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval.

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.