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 Fall 2026 or Spring 2027 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 (finance/accounting not required)
• Expected to become FINRA licensed (SIE, Series 66, Series 7)
• 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 ($70k - $80k) 
• Annual performance-based bonus 
• 3 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.