Client Service Associate
3 days ago
We are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our Financial Advisors. The ideal candidate will have a strong background in administrative experience and excellent communication skills.
Key Responsibilities- Run daily reports to ensure advisor accounts are in good standing and take action to resolve any issues.
- Coordinate and perform a wide range of staff and operational support activities.
- Anticipate client needs, solve problems, and provide exceptional service while communicating with clients.
- Respond to incoming emails and telephone calls in a professional manner.
- Support the front desk with various office tasks, including answering phone calls, greeting clients, and processing checks.
- Manage calendars and schedules meetings for clients, prospects, and outside vendors.
- Prepare and coordinate client forms and documents.
- Interact with the firm's home office support to develop cooperative relationships and follow through on requests.
- Open new client profiles for prospective clients and add accounts to existing relationships for existing clients.
- Close accounts for clients.
- Attend regular meetings, including Weekly Ops Meetings, Professional Development & Compliance.
- Assist with travel arrangements for the advisor to see clients.
- Execute project-related tasks to contribute to the firm's development.
- Support team members with various duties and responsibilities as assigned.
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Client Services Associate
3 weeks ago
Reston, Virginia, United States GemHarvest Executive Recruiting Full timeClient Service AssociateMulti-billion Independent Wealth Management FirmBennington County, VTOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to support our clients and advisors by taking initiative in client services. The ideal candidate will have a strong track record of professionalism, adaptability, attention to...
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Client Services Associate
2 weeks ago
Reston, Virginia, United States BAYADA Full timeJoin Our Team as a Client Services AssociateBAYADA Home Health Care is seeking a highly motivated and compassionate Client Services Associate to join our Fairfax, VA Assistive Care Office. As a key member of our team, you will play a vital role in delivering exceptional client care and support.We are committed to providing our clients with the highest...
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Client Services Associate
3 weeks ago
Reston, Virginia, United States BAYADA Full timeJoin Our Team as a Client Services AssociateBAYADA Home Health Care is seeking a highly motivated and compassionate Client Services Associate to join our Fairfax, VA Assistive Care Office. As a key member of our team, you will play a vital role in delivering exceptional client care and support.As a Client Services Associate, you will have the opportunity to...
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Client Services Associate
3 weeks ago
Reston, Virginia, United States ASCENDO Full time{"title": "Client Services Associate", "description": "About the RoleThe Client Services Associate plays a critical role in delivering exceptional client experiences. As a key member of our team, you will leverage your excellent customer service skills, polished communication, and superior problem-solving abilities to meet the service needs of our clients...
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Client Service Associate
5 days ago
Reston, Virginia, United States Judson Group Full timeJudson Group Seeks Licensed Client Service AssociateJudson Group, a leading provider of financial services solutions, is seeking a highly skilled Licensed Client Service Associate to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional client service and ensuring the smooth execution of client...
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Client Services Associate
3 weeks ago
Reston, Virginia, United States Main Line Search Full timeWe are seeking a highly skilled Client Services Associate to join our team at Main Line Search. As a Client Services Associate, you will be responsible for building and maintaining strong relationships with clients through effective communication and proactive service.Key Responsibilities:Serve as the main point of contact for client inquiries, addressing...
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Client Services Associate
4 weeks ago
Reston, Virginia, United States ASCENDO Full time{"title": "Client Services Associate", "description": "About the RoleThe Client Services Associate plays a critical role in delivering exceptional client experiences. As a key member of our team, you will be responsible for managing client onboarding, processing daily operational requests, and resolving issues in a timely and accurate manner.Key...
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Client Services Associate
2 weeks ago
Reston, Virginia, United States ASCENDO Full time{"title": "Client Services Associate", "description": "About the RoleThe Client Services Associate plays a critical role in delivering exceptional client experiences. As a key member of our team, you will leverage your excellent customer service skills, polished communication, and superior problem-solving abilities to meet the service needs of our clients...
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Client Services Associate
2 weeks ago
Reston, Virginia, United States Brewer Morris Full timeClient Services AssociateBrewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our operations team, you will be responsible for managing client relationships, resolving issues, and driving business growth.Key Responsibilities:Manage client relationships through effective communication...
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Client Services Associate
2 weeks ago
Reston, Virginia, United States Apollon Wealth Management, LLC Full timeClient Service AssociateAbout the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Apollon Wealth Management, LLC. As a key member of our wealth management team, you will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.Key...
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Client Services Associate
1 day ago
Reston, Virginia, United States Innovations PSI Full timeWe are seeking a highly organized and detail-oriented Client Services Associate to join our team at Innovations PSI. This role focuses on providing exceptional client service and support, with a strong emphasis on back-office administrative tasks and direct client interaction.Key Responsibilities:Manage client service requests, including account maintenance,...
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Client Services Associate
4 weeks ago
Reston, Virginia, United States Nasdaq Private Market Full timeAbout the RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a key member of our operations team, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.ResponsibilitiesManage the transaction process from start to finish, ensuring seamless...
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Client Services Associate
3 weeks ago
Reston, Virginia, United States Innovations PSI Full timeAt Innovations PSI, we are 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 efficiency and professionalism.Key Responsibilities:Manage client service requests, including account maintenance, ACH transfers, and ACAT...
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Client Services Associate
1 month 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...
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Client Services Associate
2 weeks ago
Reston, Virginia, United States Ascendo Resources Full timeWe are seeking a highly skilled Client Services Associate to join our team at Ascendo Resources.Your role will involve managing the onboarding process for new clients, including data gathering, creating financial planning agreements, and establishing new accounts.You will also be responsible for managing the service needs of clients, processing daily...
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Client Services Associate
5 days ago
Reston, Virginia, United States Ascendo Resources Full timeAt Ascendo Resources, we are seeking a highly skilled Client Services Associate to join our team.This role is ideal for individuals with a passion for delivering exceptional customer service and a strong background in finance and investments.Key Responsibilities:Manage the onboarding process for new clients, including data collection, financial planning, and...
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Client Services Associate
1 month 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...
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Client Service Associate
5 days ago
Reston, Virginia, United States Cary Street Partners Full timeJob SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. As a key member of our team, you will be responsible for maintaining client accounts, processing documents, and providing exceptional customer service.Key ResponsibilitiesMaintain...
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Client Services Liaison
2 days ago
Reston, Virginia, United States GemHarvest Executive Recruiting Full timeClient Service AssociateMulti-billion Independent Wealth Management FirmOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at GemHarvest Executive Recruiting. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and advisors, ensuring...
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Associate Dentist
4 days ago
Reston, Virginia, United States Harelick Dental Associate, LLC Full timeAbout Harelick Dental Associates, LLCHarelick Dental Associates, LLC is a forward-thinking, state-of-the-art dental practice focused on delivering exceptional family, cosmetic, and implant dentistry services. With a rich history dating back to 1974, our practice has evolved to become a leader in evidence-based dentistry, prioritizing patient health and...