Client Services Associate
7 hours ago
The 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 and partners.
Key Responsibilities- Manage onboarding of new clients, including data gathering, creating financial planning agreements, and establishing new accounts.
- Process daily operational requests, address client inquiries, and resolve issues in a timely and accurate manner.
- Prepare meeting documents, generate performance reports, and manage post-meeting follow-up tasks.
- Maintain CRM database and ensure adherence to client service models.
- Strong desire to learn and expand career within the firm.
- Excellent communication skills (verbal and written).
- Enthusiasm for customer service; positive, friendly attitude.
- Proficiency with computing and technology (Outlook, Word, Excel).
- Covered, garage parking: Complimentary.
- Amazing area: Within walking distance of Whole Foods and great restaurants.
- Optional remote work on Fridays.
-
Client Services Associate
15 hours 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...
-
Client Services Associate
6 days 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...
-
Client Services Associate
15 hours 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...
-
Client Services Associate
1 week 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...
-
Client Service Associate
3 weeks 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
3 weeks 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 Services Associate
1 week 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...
-
Client Services Associate
1 day 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...
-
Client Services Associate
2 weeks 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
3 weeks 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
2 weeks 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
3 weeks 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...
-
Client Services Coordinator
2 weeks 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 Client Service Associate
4 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...
-
Financial Services Associate
3 weeks 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...
-
Financial Services Associate
3 weeks 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...
-
Private Wealth Client Services Associate
2 days ago
Reston, Virginia, United States Cresset Full timeAbout CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on personalized...
-
Client Services Liaison
1 week ago
Reston, Virginia, United States GemHarvest Executive Recruiting Full timeClient Service AssociateAbout the RoleGemHarvest Executive Recruiting is seeking a highly motivated Client Service Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our ultra high net worth clients and advisors.Key ResponsibilitiesAssist with client onboarding and private...
-
Client Service Representative
3 weeks 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 Relations Associate
1 day ago
Reston, Virginia, United States Randstad USA Full timeWe are partnering with a leading financial services company to recruit a Client Relations Associate for a contract-to-hire opportunity.This role offers a chance to join a global powerhouse in the banking industry, known for its commitment to innovation and client satisfaction. Located in Salt Lake City, this position provides a hybrid work environment after...