Client Service Associate
1 week ago
Company Description
VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing their needs, providing accurate information, and actively protecting and growing their wealth.
Role Description
The Client Service Associate works with lead wealth advisors to deliver exceptional service to high-net worth individuals. This individual must be detail and customer service oriented to provide essential support to clients, advisors and external partners. This includes and is not limited to the following duties: client inquiries, account opening, money movement, document and data management and ad-hoc projects.
Essential Functions and Responsibilities
- Oversee new client onboarding: Account opening, document management, proactive communication and follow up with advisors and clients
- Administrative tasks: money movement, account transfers, registration and address changes, monitor and respond to time sensitive alerts, prepare reports using CRM or performance software
- Data Management: maintain client records on CRM system, review and manage accurate records for assets held away, custodial accounts and required minimum distributions
- Collaboration: Participation in internal meetings (Client Experience & Tax Document Management) and contribute to firmwide initiatives to drive process improvement and implement operations projects. Also assist with marketing campaigns, client segmentation, webinars, and events.
- Communication: actively communicate with clients, internal, external and corporate partners via phone, email and Zoom.
- Compliance: Adhere to firm, corporate and industry policies, procedures and compliance requirements regarding money movement, correspondence, marketing, events and gifting
Qualifications & Competencies
· Excellent verbal, written, presentation and interpersonal skills
· Strong attention to detail while working in a fast-paced, multi-tasking environment
· Ability to work independently to problem solve and meet deadlines while maintaining a high standard for service and accuracy
· Utilize team approach – facilitate and participate in discussions and decision making
· Operational knowledge of basic office equipment: computers, copier, fax, phone
· Advanced user of Microsoft suite, specifically Excel and Word
· Familiarity with CRM systems and custodian accounting systems preferred. Specifically, Salesforce and Fidelity Wealthscape
-
Client Service Associate
4 days ago
Vienna, Virginia, United States RIA Recruiting Full timeClient Service AssociateAllegiance Financial Group Advisory Services (AFGAS) is seeking a highly skilled Client Service Associate to join our team. As a key member of our firm, you will be responsible for providing exceptional client service and support to our clients.Salary: $50,000 - $60,000 based on experience401(k) with 3.5% match (after 90 days)Portion...
-
Client Service Associate
5 days ago
Vienna, Virginia, United States VWG Wealth Management Full timeJob Title: Client Service AssociateVWG Wealth Management is seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional service to our high-net worth clients.Key Responsibilities:Oversee new client onboarding, including account opening,...
-
Client Service Associate
3 days ago
Vienna, United States VWG Wealth Management Full timeCompany DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...
-
Client Service Associate
1 week ago
Vienna, United States VWG Wealth Management Full timeCompany DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...
-
Client Service Associate
1 week ago
Vienna, United States VWG Wealth Management Full timeCompany DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...
-
Client Service Representative
2 weeks ago
Vienna, Virginia, United States RIA Recruiting Full timeClient Service AssociateAllegiance Financial Group Advisory Services (AFGAS) is seeking a highly skilled Client Service Associate to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Responsibilities:Act as the primary point of contact for clients, responding...
-
Associate Client Advisor
2 weeks ago
Vienna, United States Glassman Wealth Services Full timeAssociate Client Advisor Job Posting Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Associate Client Advisor who is...
-
Administrative Assistant, Client Delivery Services
2 months ago
Vienna, United States Baker Tilly US, LLP Full timeOverview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...
-
Lead Office Service Associate
4 weeks ago
Vienna, Virginia, United States Forrest Solutions Full timeJob Title: Lead Office Service AssociateJob Summary:The Lead Office Service Associate is a key member of the Forrest Solutions team, responsible for overseeing daily operations across all service lines at the client site. This role involves managing and motivating the onsite team to deliver exceptional service and exceed client expectations.Key...
-
Lead Office Services Associate
4 weeks ago
Vienna, Virginia, United States Forrest Solutions Full timeJob Title: Lead Office Services AssociateForrest Solutions is seeking a highly skilled and experienced Lead Office Services Associate to oversee the daily operations of our client site. As a key member of our team, you will be responsible for ensuring compliance with our standards and procedures, managing and motivating the onsite team, and delivering...
-
Lead Office Service Associate
2 weeks ago
Vienna, United States Forrest Solutions Full timeTitle - Lead Office Service AssociatePayrate - $25/hrVienna, VirginiaThe Lead Office Services Associate is responsible for overseeing daily operations across all service lines at the client site, ensuring the highest standards of service excellence in line with Forrest Solutions’ procedures. This role involves managing and motivating the onsite team to...
-
Lead Office Service Associate
4 weeks ago
Vienna, United States Forrest Solutions Full timeTitle - Lead Office Service AssociatePayrate - $25/hrVienna, VirginiaThe Lead Office Services Associate is responsible for overseeing daily operations across all service lines at the client site, ensuring the highest standards of service excellence in line with Forrest Solutions’ procedures. This role involves managing and motivating the onsite team to...
-
Lead Office Service Associate
4 weeks ago
Vienna, United States Forrest Solutions Full timeTitle - Lead Office Service AssociatePayrate - $25/hrVienna, VirginiaThe Lead Office Services Associate is responsible for overseeing daily operations across all service lines at the client site, ensuring the highest standards of service excellence in line with Forrest Solutions’ procedures. This role involves managing and motivating the onsite team to...
-
Retail Sales Associate
2 days ago
Vienna, Virginia, United States Mardel Full timeMardel Christian & Education is seeking a highly motivated individual to join their Vienna, WV team as a Retail Sales Associate. The ideal candidate will have a minimum of 1 year of experience in Customer Service, Sales, and Cash Handling. The current seasonal hourly range is $15.1. The successful candidate will be available to work evenings and weekends....
-
Client Executive
4 weeks ago
Vienna, Virginia, United States Ridgeline International Full timeJob Title: Client ExecutiveWe are seeking a highly skilled Client Executive to join our Business Development Team at Ridgeline International. As a Client Executive, you will be responsible for cultivating and sustaining a new business pipeline within specific client segments, including the Defense and Federal sectors.Key Responsibilities:Develop and...
-
Client Executive
4 weeks ago
Vienna, Virginia, United States Ridgeline International Full timeJob DescriptionRidgeline International is seeking a highly skilled Client Executive to join our Business Development Team. As a key member of our team, you will be responsible for cultivating and sustaining a new business pipeline within specific client segments, including the Defense and Federal sectors.Key Responsibilities:Develop and implement strategies...
-
Sales & Customer Service Associate - Full Time
3 months ago
Vienna, United States Massage Envy Full timeOverview: 4.8 Google Rating! Check out our Reviews! Where Better Careers Begin! Massage Envy Vienna: 126 Branch Rd. Ste. A Vienna, VA 22180 Do you have a passion for helping others? At the Massage Envy Vienna franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to...
-
Client Executive
1 month ago
Vienna, Virginia, United States Ridgeline International Full timeAbout Ridgeline InternationalWe're a tech company that's been at the forefront of the fight against Ubiquitous Technical Surveillance. Our mission is to help our government and enterprise customers solve complex problems they may not even know they have. To achieve this, we rely on curiosity, creativity, and flexibility. We iterate until we get things right...
-
Food Service Associate
6 days ago
Vienna, Virginia, United States Wegmans Food Markets Full timeAbout Wegmans Food MarketsWe're a family-owned, mission-driven company that believes in caring, respect, empowerment, high standards, and making a difference in the community.Job SummaryWe're seeking a talented Food Service Associate to join our Restaurant Foods team. As a key member of our team, you'll play a vital role in helping customers make great meals...
-
Rural Carrier Associate
11 hours ago
Vienna, Georgia, United States US Postal Service Full timeJob SummaryAs a Rural Carrier Associate with the US Postal Service, you will be responsible for delivering mail and packages to customers along a prescribed rural route. This is a unique opportunity to make a difference in your community while enjoying a rewarding career.Key ResponsibilitiesDeliver mail and packages to customers along a rural routeProvide...