Client Service Associate
5 days ago
VWG 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, document management, and proactive communication with advisors and clients.
- Perform administrative tasks, such as money movement, account transfers, registration, and address changes, while monitoring and responding to time-sensitive alerts.
- Maintain accurate client records on our CRM system, review and manage records for assets held away, custodial accounts, and required minimum distributions.
- Collaborate with internal teams and contribute to firm-wide initiatives to drive process improvement and implement operations projects.
- Communicate effectively with clients, internal, external, and corporate partners via phone, email, and Zoom.
- Ensure compliance with firm, corporate, and industry policies, procedures, and requirements regarding money movement, correspondence, marketing, events, and gifting.
- Excellent verbal, written, presentation, and interpersonal skills.
- Strong attention to detail 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.
- Operational knowledge of basic office equipment, including computers, copiers, fax machines, and phones.
- Advanced user of Microsoft suite, specifically Excel and Word.
- Familiarity with CRM systems and custodian accounting systems, preferably Salesforce and Fidelity Wealthscape.
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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Food Service Associate
5 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...
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Wealth Management Associate
6 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,...
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Sales Associate
11 hours ago
Vienna, Virginia, United States Karin's Florist, INC Full timeJob DescriptionJob DescriptionJOB TYPE: Fulltime or part-time non-exempt, hourly Job Summary: Karin's Florist, INC is seeking a Sales Associate to join our team in Vienna, VA. The ideal candidate will have a passion for succeeding in a friendly and fast-paced retail environment and can provide a high level of client/customer satisfaction. Responsibilities:...
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Front Desk Associate
10 hours ago
Vienna, Virginia, United States Stretch Zone Full timeAs a Front Desk Associate at Stretch Zone, you will be responsible for ensuring a smooth and efficient client experience. Key responsibilities include:Client Session MonitoringMonitor client sessions to ensure timely appointments and provide a comfortable atmosphere for all clients.Client Acquisition and RetentionHelp promote current client renewals and...
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Client Relations Specialist
2 months ago
Vienna, Virginia, United States EagleBank Full timePosition Overview:At EagleBank, we prioritize Relationships FIRST. Our organization is committed to being Flexible, Involved, Responsive, Strong, and Trusted. We focus on cultivating meaningful connections with our clients, team members, and stakeholders, ensuring we deliver exceptional and valuable service.EagleBank values inclusion, equity, and respect. We...
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Investment Operations Associate
5 days ago
Vienna, Virginia, United States Main Line Search Full timeInvestment Operations AssociateMain Line Search is seeking a highly skilled Investment Operations Associate to join our team. As a key member of our investment management team, you will be responsible for supporting the operational aspects of our investment management processes.Key Responsibilities:Trade Execution & Monitoring: Assist with the execution of...
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Tax Associate
6 days ago
Vienna, Virginia, United States FORVIS Full timeJoin Our Tax TeamWe are seeking a highly motivated and detail-oriented Tax Associate to join our team at Forvis Mazars. As a Tax Associate, you will play a critical role in helping our clients navigate complex tax laws and regulations.Key Responsibilities:Reconcile account differences and analyze financial data to ensure accuracy and compliancePrepare...
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Front Desk Associate
3 weeks ago
Vienna, Virginia, United States Stretch Zone Full timeJob SummaryAs a Front Desk Associate at Stretch Zone, you will play a vital role in ensuring a seamless client experience. Your responsibilities will include monitoring client sessions, promoting current client renewals, and acquiring new prospects through telephone and text inquiries. You will also work closely with the store team to maintain a clean and...
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Enterprise Client Executive
3 weeks ago
Vienna, Virginia, United States NetApp Full timeJob Title: Enterprise Client ExecutiveWe are seeking a highly skilled and experienced Enterprise Client Executive to join our team at NetApp. As an Enterprise Client Executive, you will be responsible for handling sales activities within existing named enterprise accounts for NetApp products and professional services.Key Responsibilities:Develop and manage a...
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Tax Senior Associate
10 hours ago
Vienna, Virginia, United States Baker Tilly US, LLP Full timeJoin Baker Tilly US, LLP as a Tax Senior AssociateBaker Tilly US, LLP 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 world's leading financial centers. As a Tax Senior Associate, you will be a valued business advisor delivering...
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Client Relations Specialist
2 months ago
Vienna, Virginia, United States Automobile Club Full timeSales Representative Job OverviewThe Automobile Club is on the lookout for skilled sales representatives to enhance our dynamic team. If you possess a strong dedication to your work, outstanding communication abilities, and a passion for sales, we would love to connect with you.Key Responsibilities:Identify, cultivate leads, and engage potential...
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Client Solutions Expert
4 weeks ago
Vienna, Virginia, United States PNC Bank Corp. Full timeJob SummaryWe are seeking a highly skilled Client Solution Specialist Sr to join our team at PNC Bank Corp.Key Responsibilities:Provide sales, service, and execution support for new and ongoing client relationships.Serve as a customer solutions resource, gathering required documentation and preparing, reviewing, and verifying documents and relevant...