Current jobs related to Client Service Associate - Reston - Kestra Holdings
-
Client Service Associate
6 days ago
Reston, Virginia, United States Kestra Holdings Full time{"title": "Client Service Associate", "description": "Job SummaryCuro Private Wealth is an independent financial planning and investment management firm with a strong commitment to delivering world-class service to its clients. We are seeking a highly skilled Client Service Associate to join our team in Reston, Virginia.Key ResponsibilitiesManage onboarding...
-
Client Service Associate
1 week ago
Reston, Virginia, United States Jtb International Full time{"Job Title": "Client Service Associate", "Job Summary": "We are seeking a highly skilled Client Service Associate to provide exceptional support to our Financial Advisors and clients. The ideal candidate will possess excellent communication and organizational skills, with the ability to work in a fast-paced environment and prioritize multiple...
-
Client Service Associate
1 week ago
Reston, United States Jtb International Full timeBenefits: 401(k) Company parties Competitive salary Free food & snacks Health insurance Home office stipend Paid time off Profit sharing Training & development Tuition assistance Wellness resources Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team...
-
Client Services Associate
5 days ago
Reston, Virginia, United States Innovations PSI Full timeAbout the RoleInnovations PSI is seeking a highly skilled Client Service Associate to join our team. This role is responsible for providing exceptional support to our clients, ensuring their needs are met with professionalism and efficiency.Key ResponsibilitiesManage client service requests, including account maintenance, ACH transfers, and ACAT...
-
Client Services Associate
6 days ago
Reston, Virginia, United States Stonebridge Financial Partners, LLC Full timeAbout the RoleStonebridge Financial Partners, LLC is seeking a highly skilled Client Service Associate to join our team in Grand Rapids, MI. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support to our clients.Key ResponsibilitiesCollaborate with our Wealth Advisors to prepare for...
-
Client Services Associate
4 days ago
Reston, Virginia, United States Auctus Search Partners LLC Full timeAuctus Search Partners LLC is seeking a highly skilled Registered Client Services Associate to join their team in Lakewood, CO. This role will provide critical support to one or more Financial Advisors, focusing on the preparation and closure of client meetings.The ideal candidate will possess a BS/BA in Finance/Economics/Business and hold the Colorado Life...
-
Client Services Associate
7 days ago
Reston, Virginia, United States Apollon Wealth Management, LLC Full timeJob SummaryWe are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team at Apollon Wealth Management, LLC. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.Key ResponsibilitiesProvide back-office investment operations support to...
-
Brokerage Client Service Associate
2 weeks ago
Reston, Virginia, United States Truist Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and motivated Client Service Associate to join our team at Truist. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors and clients.Key Responsibilities:Assist Financial Advisors in servicing clients, including preparing financial...
-
Client Service Representative
1 week ago
Reston, Virginia, United States Onyx Staffing Full timeAbout Onyx Staffing We are a dynamic and growing staffing firm dedicated to providing personalized recruitment and staffing services to our clients. Our mission is to help clients achieve their business goals through comprehensive and tailored strategies.We differentiate ourselves by upholding to a high standard of excellence to provide exceptional service...
-
Client Services Coordinator
14 hours ago
Reston, Virginia, United States Advisor Employee Services Full timeClient Service AdministratorWe are seeking a highly skilled and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service, administrative support, and ensuring the smooth operation of our financial planning...
-
Brokerage Registered Client Service Associate I
23 hours ago
Reston, Virginia, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Truist Inc. As a key member of our brokerage team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors in servicing clients,...
-
Registered Client Service Associate
7 days ago
Reston, United States Kestra Holdings Full timeCuro 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...
-
Client Success Associate
5 days ago
Reston, Virginia, United States Alliant - The Audience Company Full timeAbout the RoleAlliant - The Audience Company is seeking a highly skilled Client Success Associate to join our team. As a key member of our sales and business development team, you will play a critical role in ensuring timely services delivery, increased revenue, and client satisfaction.Key ResponsibilitiesCoordinate communications with clients and internal...
-
Associate Client Success Manager
7 days ago
Reston, Virginia, United States In-Telecom Full timeJob SummaryWe are seeking a highly motivated and client-focused Associate Client Success Manager to join our team at In-Telecom Consulting, LLC. As a key member of our Client Success Department, you will be responsible for managing relationships with existing clients, ensuring overall satisfaction, and driving business growth.Key ResponsibilitiesDevelop and...
-
Reston, Virginia, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Representative to join our Brokerage Operations team at Truist Inc. As a Client Service Representative, you will play a critical role in providing exceptional support to our Financial Advisors and clients.Key ResponsibilitiesAssist Financial Advisors in servicing clients, including...
-
Financial Services Associate
7 days ago
Reston, Virginia, United States Chamberlain Group Financial Services Full time{"title": "Client Service Associate", "description": "Financial Services OpportunityChamberlain Group Financial Services is seeking a skilled Client Service Associate to join our Investment Team. As a key member of our team, you will be responsible for investment operations, including administration and customer service.Key Responsibilities:Setup and...
-
Client Success Associate
1 week ago
Reston, Virginia, United States Alliant - The Audience Company Full timeAbout the RoleWe are seeking a highly skilled Client Success Associate to join our team at Alliant - The Audience Company. As a Client Success Associate, you will play a critical role in supporting our sales and business development efforts to ensure timely services delivery, increased revenue, and client satisfaction.Key ResponsibilitiesClient Support and...
-
Reston, Virginia, United States BAYADA Full timeJob Summary:BAYADA Home Health Care is seeking a highly motivated and compassionate Care Coordinator to join our team in Fairfax, VA. As a Care Coordinator, you will play a vital role in delivering exceptional home health care services to our clients.Key Responsibilities:Assist the manager in delivering and coordinating client services, ensuring seamless...
-
Client Services Operations Manager
3 weeks ago
Reston, Virginia, United States E-volve Technology Systems Full timeClient Services Operations ManagerSecurity Clearance Requirement:Current TS/SCI CI PolyLocation Note:On-Site Support RequiredRole Overview:E-volve Technology Systems, Inc. is seeking a Client Services Operations Manager to oversee a Customer Relationship and Services Support Center for a program within the Intelligence Community.Ideal candidates will possess...
-
Financial Services Associate
6 days ago
Reston, Virginia, United States Chamberlain Group Financial Services Full time{"title": "Client Service Associate", "description": "Financial Services OpportunityChamberlain Group Financial Services is seeking a skilled Client Service Associate to join our Investment Team. As a key member of our team, you will be responsible for investment operations, including administration and customer service, working closely with peers in the...
Client Service Associate
4 months ago
As the Client Service Associate, you will report to the Client Service Manager. You will use excellent customer service and problem-solving skills to provide information and education to our clients.
RESPONSIBILITIES:
- Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution while ensuring documentation and record keeping follows compliance standards
- Partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests
- Prepare consolidated performance reporting on a monthly/quarterly basis
- Maintain CRM database; ensure adherence to appropriate client service models
- Prioritize responsibilities daily to pursue our goals
- Build relationships with our clients and internal partners.
- Other responsibilities as assigned by the Operations Manager
SKILLS:
- Basic proficiency in Outlook, Word, and Excel (can maintain complex spreadsheets)
- Time Management and Organization
- Excellent communication skills, both verbally and in writing
- Customer Service
EDUCATION AND EXPERIENCE:
- You will have at least 3 year of work experience.
- Financial services or banking industry experience beneficial.
CERTIFICATIONS:
- Series 7 or ability to obtain at the request of management
- Series 66 or ability to obtain at the request of management
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.