Client Service Associate

1 week ago


McLean, United States Cary Street Partners Full time

The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects, have strong follow-through, and take initiative on tasks. This position is a part-time position working an average of 20 hours per week in the McLean, VA office.


Responsibilities

  • Masters custodial, portfolio management, and customer relationship management software and platforms.
  • Maintains various aspects of client accounts including opening new accounts, processing, submitting, and filing documents.
  • Provides client operational support, including getting the client online, entering trades, and executing money movement.
  • Handles alerts and action items from broker/custodial platforms.
  • Assists with data entry into the planning software provided by the firm.
  • Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
  • Assists with client presentations, including preparing, assembling, and proofreading various documents for client books; PowerPoint, and Excel documents for presentations; and marketing materials and various forms.
  • Assists with formulation of policies and procedures in regard to opening accounts, maintenance of client files, quarterly preparation of information for client billing and other operational functions performed on a regular basis.
  • Performs various administrative functions; answering and directing incoming telephone calls; opening, dating, and sorting incoming mail; preparation of outgoing US mail, courier, or delivery service packages, ordering of supplies; and equipment maintenance.
  • Performs various clerical duties including copying, printing, assembling, and binding of material for special projects as needed.
  • Organizes client files and securely handles confidential material.
  • Maintains information in the contact management system.


Professional Experience

  • Experience in financial services industry with operations or sales assistant experience preferred.
  • Proficiency with Microsoft Office – Power Point, Excel, Word, Outlook.
  • Undergraduate degree preferred.


Personal Attributes

  • Collaborative team player with positive attitude.
  • Excellent written and verbal skills to effectively communicate with clients, teammates, and other parties on behalf of the team.
  • Ability to organize and prioritize work to manage competing business priorities.
  • Detail-oriented with excellent follow-through.
  • Unquestionable integrity and good judgment.
  • Ability to learn new processes quickly and take initiative.
  • Strong client orientation and customer service skills.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.



  • McLean, United States Cary Street Partners Full time

    The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas...


  • McLean, United States Judson Group Full time

    Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client...


  • McLean, United States Judson Group Full time

    Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client...


  • McLean, United States Judson Group Full time

    Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client...


  • McLean, United States Judson Group Full time

    Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client...


  • McLean, United States Judson Group Full time

    Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client...

  • Client Associate

    2 weeks ago


    McLean, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via...


  • McLean, Virginia, United States RSM Global Full time

    We are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and professionally.BUSINESS TAX...


  • McLean, Virginia, United States RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and professionally.Position...

  • Client Specialist

    1 month ago


    McLean, United States Talbots Full time

    Job Number: 22948 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...


  • McLean, Virginia, United States RSM Full time

    We are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential.Key Responsibilities:Preparing complex tax returnsPreparing calculations of ASC740 tax provisionsPerforming, documenting, and summarizing research and conclusions regarding specific tax issuesRemaining up-to-date...


  • McLean, Virginia, United States Steampunk Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Relationship Manager to join our team at Steampunk. As a Client Relationship Manager, you will be responsible for identifying, cultivating, and advancing customer relationships that directly generate new business.Key ResponsibilitiesIdentify and qualify new business opportunities with...


  • McLean, Virginia, United States Marsh LLC Full time

    Marsh McLennan AgencyOur Unique ApproachAt Marsh McLennan Agency, we pride ourselves on delivering exceptional service and driving growth through our relationships with clients, prospects, and producers. As a Senior Client Manager on our Business Insurance team, you will play a key role in providing best-in-class coverage analysis, risk management...

  • Sales Associate

    2 months ago


    McLean, United States Ann Taylor Full time

    About us Ann Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives they love. Since its beginnings, Ann Taylor has been committed to providing women with everything they need to feel inspired and motivated as they navigate their multifaceted lives. Our effortlessly polished styles are thoughtfully designed to...

  • Sales Associate

    3 months ago


    McLean, United States Ascena Retail Group Full time

    About usAnn Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives they love. Since its beginnings, Ann Taylor has been committed to providing women with everything they need to feel inspired and motivated as they navigate their multifaceted lives. Our effortlessly polished styles are thoughtfully designed to...

  • Sales Associate

    5 months ago


    McLean, United States Ascena Retail Group Full time

    About us Ann Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives they love. Since its beginnings, Ann Taylor has been committed to providing women with everything they need to feel inspired and motivated as they navigate their multifaceted lives. Our effortlessly polished styles are thoughtfully designed to...


  • McLean, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering an exciting opportunity for a Client Support Representative to join our team in McLean, Virginia. In this role, you will be a key contributor to our operations in the industry, handling a variety of responsibilities from generating quotes to scheduling meetings with clients.Responsibilities:• Generate quotes...


  • McLean, United States Zachary Piper Solutions Full time

    Summary of the Associate Account Manager: The Associate Account Manager (AAM) will work through a sales training program built for professionals interested in a staffing sales career in either the Cybersecurity or Federal IT verticals. (Both the Federal IT and Cybersecurity teams are actively hiring for this position.) You will start your ZP career as...


  • McLean, Virginia, United States Aritzia Full time

    The OpportunityAt Aritzia, we're dedicated to delivering world-class client experiences. As a Retail Associate, you'll be part of a high-performing team that's passionate about providing exceptional service and support. As a key member of our boutique team, you'll have the opportunity to develop your skills and knowledge in a fast-paced and dynamic...

  • Client Advisor

    1 month ago


    McLean, United States Richemont Full time

    Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the International market when the brand was acquired by Richemont Group in...