Skip to Main Content

Client Service Associate

Milestone Financial
Virginia Beach, VA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Established and successful Virginia Beach, VA Financial Planning Firm is seeking a Client Service Associate. 

Looking for a candidate that is an upbeat clear communicator, exceptional attention to detail, organized and good with completing work within needed deadlines.  Proficiency with Excel also desired. 

Main responsibilities include:

  • Preparing paperwork for client appointments
  • Attending client appointments as needed
  • Assisting clients with paperwork completion
  • Assisting clients with online portal access and questions
  • Leading effort to complete all follow up items upon completion of client meetings
  • Bill paying & expense tracking
  • Filing and scanning within an office that is largely paper free
  • Cleaning, maintenance & administrative tasks relating to the office building firm resides in

Position is part time 25/hours a week (5 hours a day M-F).  Position has the flexibility overtime to grow into a full-time position if desired or remain part time.  Starting hourly rate for position is $17.50.

Interested candidates should apply by emailing your resume to Sandi at

Milestone Financial


800 Newtown Road

Virginia Beach, VA



View all jobs at Milestone Financial