Client Services and Business Development Support Associate

Questmont Virtual Family Office is seeking a highly organized, detail-oriented, and adaptable Client Service & Business Development Support Associate to support our growing in-office team.

This role is ideal for someone who enjoys execution, follow-through, organization, and learning the wealth management business from the inside. The position requires strong judgment, confidentiality, flexibility, and the ability to prioritize in a fast-moving environment.

Key Responsibilities

• Manage and track Center of Influence/partner relationships, interactions, follow-ups, referrals, leads, and prospects
• Mail and track thought leadership pieces, invitations, newsletters, and relationship-building materials
• Post approved thought leadership content on social media
• Maintain organized prospect, Center of influence/partner, and business development tracking systems
• Help ensure leads, prospects, and follow-up items do not fall through the cracks
• Prepare, organize, and track client paperwork, applications, signatures, and service requests
• Support advisors and team members with administrative, operational, and special project needs

Ideal Candidate

The right candidate is:

• Highly organized and detail-oriented
• Strong at follow-through and prioritization
• Comfortable with changing priorities
• Professional, discreet, and service-minded
• Proactive without needing to control the room
• Focused on learning, contributing, and doing excellent work
• Comfortable in a support role within a growing boutique firm

This is not designed as an immediate management-track role. Growth may be possible over time, but our current need is for someone who wants to become excellent in a critical support position and help the team execute at a high level.

Preferred Qualifications

• Experience in wealth management, financial services, or professional services preferred
• CRM, pipeline tracking, or client service experience helpful
• Familiarity with Microsoft Office, Outlook, Excel, and social media platforms
• Strong written communication and organizational skills
• Ability to handle confidential information with care

Work Environment

This is an in-office role within a boutique, high-touch wealth management and virtual family office firm. The environment is professional, relationship-driven, and fast-moving, requiring someone who can stay organized, flexible, and focused on quality execution.xible, and focused on quality execution.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person