Registered Client Service Associate - Curo Wealth

Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals.

Our diverse team works hard to deliver world-class service to each and every client. The Registered Client Service Associate reports to the Client Service Manager. Your role will be critical in leveraging both the Advisors' and Client Service Manager's time as efficiently as possible.

You will use your excellent customer service, polished communication, and superior problem-solving skills to confidently meet the service needs of our clients and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:

Manage onboarding of new clients, including data gathering, creating financial planning agreements and payment invoices, establishing new accounts and overseeing asset transfers. Manage service needs of top tier clients, including processing daily operational requests (account maintenance, asset movement, etc.), and problem resolution in a timely and accurate manner. Prepare meeting documents by completing executive summary and agenda, generating performance reports, and managing post-meeting follow-up tasks.

Address client inquiries regarding operations processes, account requirements, and basic industry concepts (contribution limits, required minimum distributions, etc.). Accept and execute trade requests for clients. Maintain CRM database while ensuring adherence to appropriate client service models. ADDITIONAL DUTIES:

Other tasks as assigned by the Client Service Manager or Lead Advisors. Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

What You Will Need: KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

Strong desire to learn and expand career within the firm. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Excellent communication skills (verbal and written). Enthusiasm for customer service; positive, friendly attitude.

Proficiency with computing and technology (Outlook, Word, Excel) is essential. SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE:

The ideal candidate will have at least two (2) years of direct experience in investments and financial planning operations. Basic knowledge of various investment types, account types and industry standards. CERTIFICATIONS, LICENSES, REGISTRATIONS:

Series 7 and Series 66 licenses are required or ability to attain within six (6) months of hire date. PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to sit/or stand at a computer for long periods of time. Site Features & Benefits:

Our Reston office on the 2nd level of 11710 Plaza America Drive offers: Covered, garage parking: Complimentary Amazing area:

Within walking distance of Whole Foods and great restaurants and 1-mile from the Reston Town Center. Optional remote work on Fridays. BENEFITS: Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements: You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

Bluespring Wealth Partners prohibits any such discrimination or harassment. KESTRA VALUES: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.

We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.