Client Relations Associate

1 day ago


Reston, Virginia, United States Randstad USA Full time

We 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 a 30-day onsite training period, with a flexible schedule of 5 days remote and 5 days onsite.

The Client Relations Associate will be at the forefront of delivering exceptional service and support to clients, ensuring their needs are met with professionalism and efficiency. If you're passionate about finance and client service, this role could be your next career step with a leading player in the financial industry.

Responsibilities:

  • Review and analyze basic or tactical customer service assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
  • Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
  • Provide information to client personnel in customer service.

Required Qualifications:

2+ years of customer service, financial services, or contact center experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

Desired Qualifications:

Series 7 required – MUST BE ACTIVE (or within 6 month window so it may be re-activated quickly)

Brokerage operations experience

Customer service experience

Microsoft Products

Strong verbal/written communication skills

Model:

  • 30 days of onsite training
  • 5 days on/5 days remote after training is complete


  • Reston, Virginia, United States Commonwealth of Virginia Full time

    Job Responsibilities The Commonwealth of Virginia is seeking a dedicated professional to join our team as a Customer Service Generalist. This role is essential in providing exceptional service to our clients within the Department of Motor Vehicles (DMV). The successful candidate will be responsible for managing a variety of customer interactions, which...


  • Reston, Virginia, United States Coda Search│Staffing Full time

    Investor Relations/Client Partners AssociateCoda Search│Staffing is seeking a highly skilled Investor Relations/Client Partners Associate to join our client's growing team. This individual will play a crucial role in supporting fund marketing efforts, running end-to-end investor servicing, and partnering with firms' new and existing clients regarding fund...


  • Reston, Virginia, United States Sanders\Wingo Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Relations Representative to join our team at Sanders\Wingo. As a key member of our agency, you will be responsible for building and maintaining strong relationships with our clients, providing strategic insight and proactive solutions, and communicating effectively to all...


  • Reston, Virginia, United States Main Line Search Full time

    We 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...


  • Reston, Virginia, United States Method Communications Full time

    Public Relations Graduate AssociateMethod Communications is seeking a highly motivated and detail-oriented Public Relations Graduate Associate to join our team. As a key member of our PR team, you will assist in the development and execution of media relations strategies, create briefing documents, and maintain internal documents such as coverage trackers...


  • Reston, Virginia, United States Method Communications Full time

    Public Relations Graduate AssociateMethod Communications is seeking a highly motivated and detail-oriented Public Relations Graduate Associate to join our team. As a key member of our PR team, you will be responsible for supporting the strategy and execution of media relations, creating briefing documents, and assisting with creative...


  • Reston, Virginia, United States BAYADA Full time

    Join 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...


  • Reston, Virginia, United States Nasdaq Private Market Full time

    About 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...


  • 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...


  • Reston, Virginia, United States Stonebridge Financial Partners, LLC Full time

    About 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...


  • Reston, Virginia, United States Franklin Street Full time

    Client Support AssociateFranklin Street is seeking a highly skilled Client Support Associate to join our insurance team in Tampa, FL.The ideal candidate will possess 1-3 years of experience supporting a commercial insurance business with at least 1 year of experience working in a professional business services office in an administrative or support role. An...


  • Reston, Virginia, United States GemHarvest Executive Recruiting Full time

    Client 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...


  • 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...


  • Reston, Virginia, United States Truist Full time

    Job 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...


  • 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...


  • 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...


  • Reston, Virginia, United States Innovations PSI Full time

    At 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...


  • Reston, Virginia, United States Innovations PSI Full time

    About 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...


  • Reston, Virginia, United States Auctus Search Partners LLC Full time

    Auctus 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...


  • Reston, Virginia, United States Apollon Wealth Management, LLC Full time

    Job 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...