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Investment Services Associate Jobs in Virginia (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Alexandria, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Manage client account transactions, money movement requests, and general service needs * Maintain ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Manage client account transactions, money movement requests, and general service needs * Maintain ...

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Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.
What are popular job titles related to Investment Services Associate jobs in Virginia? For Investment Services Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Investment Services Associate jobs in Virginia look for? The top searched job categories for Investment Services Associate jobs in Virginia are:
What cities in Virginia are hiring for Investment Services Associate jobs? Cities in Virginia with the most Investment Services Associate job openings:
Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investor Relation Services Associate

Harbor Group Management

Norfolk, VA • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $21 billion in assets under management. HGI's vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk/return spectrum.
Associate, Investor Relation Services
Job Title: Associate, Investor Relation Services
Location: On-Site, Norfolk Corporate Office
Job Summary
The Associate, Investor Relations Services, is a member of the Investor Relations Services team and supports the administration of investor relationships throughout the lifecycle of their investments across Harbor Group International entities and funds. This role works cross functionally with Business Development, Accounting, Legal, and Compliance, and will directly impact a rapidly growing organization.
Responsibilities:
Investor Communication and Support
  • Own the release of investor communications through the CRM, including capital calls, distribution letters, tax information, marketing materials, and fundraising efforts, ensuring accuracy and timely delivery across the investor base.
  • Serve as a primary point of contact for allocated new and existing investors
  • Partner with Investor Relations and Business Development colleagues, providing information, materials, and subject matter support to advance broader fundraising and relationship management efforts.
  • Oversee and manage investor investor assignment requests
  • Oversee investor distribution payment resolution

Investor Portal and CRM Administration
  • Oversee activation of new investor and prospect accounts in the CRM
  • Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in line with investor and compliance requirements.
  • Proactively identify investor data discrepancies and errors, drive root cause analysis, and coordinate or implement corrective actions across teams.
  • Own the integrity of investor information within the CRM database, ensuring accurate, timely updates to investor accounts, contact records, and payee records, and recommending process improvements as gaps are identified.
  • Provide support to investor CRM users, resolving technical issues and escalating complex cases
  • Serve as a primary liaison between HGI and the third-party CRM provider, driving enhancement requests, coordinating technical support needs, and communicate priorities in platform discussions.

Capital Calls, Tracking, and Compliance
  • Lead administration of investor fundraising end to end, overseeing investment commitment amounts and maintaining deal tracking spreadsheets to support accurate, real-time reporting to leadership.
  • Manage the full compliance lifecycle for investor documents, including review, distribution, follow-up, and tracking, to comply with applicable regulatory requirements.
  • Oversee new investor record setup and ongoing database maintenance, ensuring data accuracy and consistency to support downstream reporting and decision making.
  • Manage the capital call process from issuance through collection, including sending capital calls, driving follow-up efforts, and tracking payments due and received across investors.
  • Drive resolution of past due payments and outstanding subscription materials, coordinating directly with investors and escalating to leadership as needed
  • Prepare and own Outstanding Documents, Corrections, and Payments reporting, deliver accurate, timely reports on past due investors to support compliance and leadership visibility.

Events and Reporting
  • Support fundraising events, including event invitations, registration management, and preparation.
  • Generate custom reports on investor portfolios as requested by clients, the equity team, or the legal department.
  • Prepare bank reporting for subscription lines and submit subscription documents for review

Other
  • Other special projects and duties, as assigned.

Qualifications
  • Bachelor's degree in business, Finance, or a related field preferred, or equivalent experience.
  • Three to five years of experience assisting and interacting in business development, investment, legal services, or similar environment.
  • Former experience with a CRM platform or investor portal system is required.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and Adobe, with strong Excel skills.
  • Excellent verbal and written communication skills
  • Detail-oriented and highly organized, comfortable working with senior executives and high net worth individuals by phone, email, and in person
  • Strong organizational skills with the ability to prioritize competing deadlines and adapt quickly in a fast paced, dynamic environment
  • Able to work independently and cross departmentally, managing many concurrent projects and meeting critical deadlines.
  • Experience working with institutional investors is a plus.
  • Claude and other AI use a plus
  • Some travel required

#LI-TB1
WHAT WE OFFER:
  • Competitive Salaries & Bonuses
  • Medical, Dental & Vision Plans
  • 401(k) Plan with Employer Matching Contributions
  • Paid Time Off (PTO) & 10+ Paid Holidays
  • Paid Parental Leave
  • Paid Birthday Off (Multifamily)
  • Flexible Spending Accounts
  • Company-Paid Long-Term Disability
  • Company-Paid Life Insurance
  • Short-Term Disability
  • Health Savings Account with Employer Contributions
  • Pre-Tax Commuter Benefit (Corporate)
  • Wellness Perks
  • FinFit Financial Wellness Program
  • Legal Resources
  • Employee Apartment Discount
  • Employee Referral Program
  • Employee Assistance Program
  • Tuition Reimbursement
  • Insta Pay Eligible
  • Volunteer & Community Service Opportunities
  • Employee Recognition & Awards

Benefit eligibility will be determined at the time of hire. Eligibility for certain benefits may vary based on position, location, hours worked, and other qualifying criteria.
Veteran Friendly
This pre-employment application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered in a complete and accurate manner as no action can be taken on this application until all questions have been answered.
Harbor Group Management is proudly an Equal Opportunity Employer EOE/M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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