Financial Services Associate
4 days ago
We are seeking a highly skilled Financial Services Associate to join our team at Isabel Thao Nguyen - State Farm Agent. As a Financial Services Associate, you will play a vital role in providing financial services to our clients and helping them achieve their financial goals.
About the Role
This is a full-time position offering a competitive salary of $70,000 - $90,000 per year, depending on experience. The successful candidate will have strong organizational skills, excellent customer service and communication skills, and previous experience in insurance or a related field.
Key Responsibilities
- Manage client accounts and update information in the database.
- Assist clients with policy changes and inquiries.
- Process insurance claims and follow up with clients on claim status.
- Coordinate with underwriters to ensure timely policy issuance.
Qualifications
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field.
-
Financial Services Team Lead
4 weeks ago
Vienna, Virginia, United States VLP Financial Advisors, Inc Full timeAbout VLP Financial Advisors, IncVLP Financial Advisors, Inc is a forward-thinking firm that prioritizes exceptional client service and tailored investment solutions. With a strong focus on employee ownership and growth, we strive to provide the highest quality services to our valued clients nationwide.
-
Relationship Financial Associate
4 days ago
Vienna, Virginia, United States Burke & Herbert Bank & Trust Full timeJob Summary: Burke & Herbert Bank & Trust is seeking a Relationship Financial Associate to join our team. As a key member of our banking operations, you will be responsible for delivering exceptional customer service, identifying and pursuing sales opportunities, and building strong relationships with clients.Key Responsibilities:• Perform a wide range of...
-
Financial Services Associate
2 weeks ago
Vienna, West Virginia, United States Old Dominion National Bank Full timeRequirementsTo be successful in this role, you should have:A high school diploma or equivalent.At least 6 months of banking experience, preferably in customer service.Strong problem-solving skills and attention to detail.Excellent communication and interpersonal skills.The estimated salary for this position is $45,000 - $60,000 per year, depending on...
-
Financial Services Budget Analyst
1 week ago
Vienna, Virginia, United States Leidos Full timeJob OverviewAs a Financial Services Budget Execution Analyst at Leidos, you will play a pivotal role in driving the success of our clients by providing expert financial guidance and support.
-
Financial Planning Support Specialist
2 weeks ago
Vienna, West Virginia, United States Glassman Wealth Services Full timeAchieving Financial Success TogetherGlassman Wealth Services is committed to providing exceptional wealth management services to our clients. We believe that everyone deserves access to expert guidance and support in achieving their financial objectives. Our Financial Planning Support Specialist will play a critical role in helping us deliver on this...
-
Government Financial Services Specialist
4 days ago
Vienna, Virginia, United States AXIS Management Group Full timeJob DescriptionWe are seeking a highly skilled Federal Acquisition Finance Specialist to join our team at AXIS Management Group. In this role, you will provide operational and administrative support for a Federal agency program, focusing on financial planning, budget management, and execution. You will also analyze budget-related matters and provide support...
-
Financial Services Specialist
6 days ago
Vienna, West Virginia, United States Biltmore Executive Group Full timeKey ResponsibilitiesThis role involves relationship management, tax planning, and strategy development, as well as supporting leadership and compiling financial information.You will be responsible for completing a variety of returns, including 1040, 1120, 1120S, 1065, and 1041.
-
Senior Financial Reporting Systems Analyst
4 weeks ago
Vienna, West Virginia, United States ALTA IT Services Full timeAbout ALTA IT ServicesWe are a leading provider of IT services, dedicated to delivering high-quality solutions that meet the evolving needs of our clients. Our team of experts is passionate about staying ahead of the curve, and we are committed to helping our clients achieve their goals.Job DescriptionFinancial Reporting Business System AnalystThis is an...
-
IT Solutions Architect
1 week ago
Vienna, West Virginia, United States Ampcus Full timeAbout the RoleThe Ampcus team is looking for an IT Solutions Architect - Financial Services to drive digital transformation across our organization. As a key member of our IT department, you will design, develop, and implement new IT solutions that align with business objectives and corporate strategies.Your primary responsibilities will include:- Developing...
-
Club Service Associate
5 days ago
Vienna, Virginia, United States Westwood Country Club Full timeJob Summary: Club Service AssociateWe are looking for a highly motivated and organized individual to join our team as a Club Service Associate. In this role, you will be responsible for providing exceptional service to our members and guests by managing reservations, seating, and maintaining a clean and welcoming environment.Estimated Salary: $45,000 -...
-
Customer Service Associate
5 days ago
Vienna, Virginia, United States Agon Inc Full timeAbout the RoleWe are seeking a highly skilled Customer Service Associate to join our team at Agon Inc.This is a full-time position that offers a competitive salary of $55,000 per year.The successful candidate will be responsible for delivering exceptional customer service and support to our clients.The ideal candidate will have excellent communication...
-
Senior Financial Professional Development
3 days ago
Vienna, West Virginia, United States New York Life Full timeWhat We OfferYour First YearYou'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life.We will provide you with complete training, access to digital tools, and a comprehensive product suite.After meeting specific requirements for the...
-
Client Services Associate
6 days ago
Vienna, Virginia, United States Isabel Thao Nguyen - State Farm Agent Full timeJob Description:We are seeking a Client Services Associate to join our team at Isabel Thao Nguyen - State Farm Agent. As a key member of our staff, you will be responsible for managing client accounts, updating information in the database, and assisting clients with policy changes and inquiries.About the Position:This is an excellent opportunity for someone...
-
Senior Financial Reporting Analyst
4 weeks ago
Vienna, Virginia, United States ALTA IT Services Full timeJob SummaryWe are seeking a highly skilled Senior Financial Reporting Analyst to join our team as an NCUA Call Reporting Specialist. This role will be responsible for supporting the Workiva Cloud platform, with a focus on timely and accurate preparation, validation, and submission of call reports.About the RoleThe ideal candidate will have in-depth knowledge...
-
Vienna, Virginia, United States ALTA IT Services Full timeJob SummaryWe are seeking a detail-oriented Business Systems Analyst to support the Workiva Cloud platform, focusing on NCUA Call Reporting.About the Role:This position is open to both C2C and W2 options with an estimated salary of $70,000 - $90,000 per year, depending on experience.The ideal candidate will have a background in finance, financial reporting,...
-
Multimedia Designer for Financial Services
4 weeks ago
Vienna, West Virginia, United States OLIVER Agency Full timeAt OLIVER Agency, a leading specialist in designing bespoke in-house agencies and marketing ecosystems for brands, we are seeking a skilled Multimedia Designer to join our creative team. With over 300 clients across 40+ countries, we drive creativity and efficiency through our unique model. Our partnership with The Brandtech Group enables us to leverage...
-
Project Financial Analyst
1 week ago
Vienna, Virginia, United States EDC Consulting Full timeIn this role, you will be responsible for providing financial support to our clients through accurate and timely invoicing, budget management, and project forecasting. Your expertise in Deltek Costpoint will enable us to deliver exceptional service to our customers.About the RoleYou will work closely with our internal operations team to ensure seamless...
-
Mergers and Acquisitions Financial Analyst
4 weeks ago
Vienna, Virginia, United States Pipaya Full timePipaya is a specialty M&A consulting firm that provides expert services and solutions to middle market companies. Our team of professionals offers top-tier industry experience, particularly in Aerospace, Defense Manufacturing, and Government Services.With over $9B in transactions since our founding in 2009, we're committed to making complex M&A transactions...
-
Senior Financial Planning Manager
3 days ago
Vienna, Virginia, United States Tria Federal (Tria) Full timeJob OverviewTria Federal (Tria) is seeking a skilled Senior Financial Analyst to lead the development of budgets and forecasts. This role involves preparing financial data, performing period close reporting, and communicating with leadership. The ideal candidate will have 4-7 years of experience in financial management, preferably in a government contracting...
-
Environmental Service Associate
2 weeks ago
Vienna, West Virginia, United States My Pest Pros Full timeKey ResponsibilitiesAs an Environmental Service Associate, you will be responsible for servicing residential and commercial clients, assessing issues, providing preventative treatments, and solving existing pest problems. You will also be required to maintain a good driving record, obtain/maintain state-mandated pest control licenses, and pass a background...