Client Services Associate

2 days ago

Tysons Corner, United States Main Line Search Full time

A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment.


Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization.


Key Responsibilities:

  • Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies.
  • Account Reconciliation: Perform daily and monthly reconciliation of client accounts, including cash, positions, and transactions. Investigate and resolve any discrepancies or issues.
  • Portfolio Management Support: Aid in the maintenance of portfolio records, including updates to investment strategies and allocations. Provide support in generating performance reports and client statements.
  • Client Service: Act as a point of contact for client inquiries related to account transactions, balances, and investment performance. Ensure timely and accurate responses to client requests.
  • Compliance & Documentation: Ensure all operational processes comply with regulatory requirements and firm policies. Maintain accurate and up-to-date records of all transactions and client interactions.
  • System Management: Assist with the management and maintenance of investment management software and tools. Help troubleshoot and resolve any system-related issues.
  • Process Improvement: Identify opportunities to streamline operational processes and implement best practices to enhance efficiency and accuracy.


Qualifications:

  • Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
  • Experience: Minimum of 2 year of experience in investment operations, fund administration, or a related role, preferably within an RIA or financial services environment. Series 7 & 63 certifications are a plus.
  • Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with investment management systems and software is a plus.
  • Analytical Skills: Strong analytical and problem-solving abilities. Detail-oriented with a focus on accuracy and completeness.
  • Regulatory Knowledge: Familiarity with regulatory requirements and compliance related to investment operations and financial services.


View the full list of our open positions here: Main Line Search Job Openings

  • Registered Client Service Associate

    1 month ago

    Tysons Corner, United States Main Line Search Full time

    A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and...

  • Main Line Search | Client Services Associate

    3 days ago

    tysons corner, United States Main Line Search Full time

    A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and...

  • Main Line Search | Registered Client Service Associate | tysons corner, va

    1 month ago

    tysons corner, United States Main Line Search Full time

    A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and...

  • Sales and Service Associate

    1 week ago

    Tysons Corner, Virginia, United States Saros Inc Full time

    About Saros, INCSaros, INC is a leading provider of innovative products and services.We are seeking a highly motivated Sales and Service Associate to join our team. This role involves working closely with clients to understand their needs and provide tailored solutions.The successful candidate will have excellent communication skills, be able to work in a...

  • Associate Attorney

    1 month ago

    Tysons Corner, United States LHH Full time

    📢 Job Opportunity: Corporate Associate – Middle Market Corporate & Securities PracticeAn AmLaw firm is seeking a skilled and motivated Corporate Associate to join its premier Middle Market Corporate and Securities Practice in Tysons Corner, VA. This is an exceptional opportunity to work on high-caliber, sophisticated transactions and commercial matters...

  • Aesthetic Sales and Client Relations Specialist

    6 days ago

    Tysons Corner, Virginia, United States Kalologie Tysons Corner Full time

    Job DescriptionKalologie Tysons Corner, a premier provider of medical aesthetic treatments, is seeking an exceptional Aesthetic Sales and Client Relations Specialist. As the first point of contact for our clients, you will play a crucial role in creating a positive and welcoming experience.About UsKalologie combines the latest medical aesthetic and wellness...

  • Customer Service Representative

    2 months ago

    tysons corner, United States Insight Global Full time

    Position: Customer Service RepresentativeLocation: On Site in Tysons Corner, VA$18-20 Hourly Based On ExperienceLooking to HIRE RIGHT AWAY!!Full Time Hours (35-40 Hours)Shifts:Monday-Friday: 9am-6pmSaturday: 11am-6pmMust Haves:Self-sufficient – Will be opening and closing by themselvesBasic computer skills to enter shipping/tracking informationCustomer...

  • Customer Service Representative

    2 months ago

    Tysons Corner, United States Insight Global Full time

    Position: Customer Service RepresentativeLocation: On Site in Tysons Corner, VA$18-20 Hourly Based On ExperienceLooking to HIRE RIGHT AWAY!!Full Time Hours (35-40 Hours)Shifts:Monday-Friday: 9am-6pmSaturday: 11am-6pmMust Haves:Self-sufficient – Will be opening and closing by themselvesBasic computer skills to enter shipping/tracking informationCustomer...

  • Associate Account Manager

    2 days ago

    Tysons Corner, United States Zachary Piper Solutions Full time

    Summary: The Associate Account Manager will work through a sales training program built for professionals interested in a Staffing sales career. The mission of the program is to enable sales professionals to recognize their full potential in the Staffing Industry and gain experience with the required skills, best practices, and tools to accelerate their...

  • Associate Account Manager

    3 days ago

    Tysons Corner, United States Zachary Piper Solutions Full time

    Summary: The Associate Account Manager will work through a sales training program built for professionals interested in a Staffing sales career. The mission of the program is to enable sales professionals to recognize their full potential in the Staffing Industry and gain experience with the required skills, best practices, and tools to accelerate their...

  • Executive Chef Associate

    1 week ago

    Tysons Corner, Virginia, United States The Restaurant Zone Full time

    Job Title: Executive Chef AssociateLocation: Various locations including Los Angeles, San Diego, New York City, Chicago, Miami, Atlanta, Washington DC, Houston, Las Vegas, Denver, HawaiiSalary Range: $80,000 - $120,000 per yearWe are seeking an experienced Executive Chef Associate to join our team at The Restaurant Zone. As a key member of our culinary team,...

  • LHH | Associate Attorney | tysons corner, va

    1 month ago

    tysons corner, United States LHH Full time

    📢 Job Opportunity: Corporate Associate – Middle Market Corporate & Securities PracticeAn AmLaw firm is seeking a skilled and motivated Corporate Associate to join its premier Middle Market Corporate and Securities Practice in Tysons Corner, VA. This is an exceptional opportunity to work on high-caliber, sophisticated transactions and commercial matters...

  • LHH | Associate Attorney | tysons corner, va

    1 month ago

    tysons corner, United States LHH Full time

    📢 Job Opportunity: Corporate Associate – Middle Market Corporate & Securities PracticeAn AmLaw firm is seeking a skilled and motivated Corporate Associate to join its premier Middle Market Corporate and Securities Practice in Tysons Corner, VA. This is an exceptional opportunity to work on high-caliber, sophisticated transactions and commercial matters...

  • Returns Desk Associate

    3 weeks ago

    Tysons Corner, United States Saks Fifth Avenue Full time

    What This Position is All About Under the leadership of the Assistant General Manager, Operations (AGMO), the Return Associate is responsible for facilitating returns sent to the store for processing and supporting the daily operations of our specialized work groups. Who You Are: * You have strong interpersonal skills, and are customer service...

  • International Trade Associate

    2 days ago

    Tysons Corner, United States Fluet Full time

    Our International Trade team specializes in helping defense and security contractors operate overseas and in advising domestic and foreign entities on the laws and regulations that govern foreign investments with national security implications.Position DescriptionAs an Associate in our International Trade Practice, you will advise clients on compliance with...

  • International Trade Associate

    4 weeks ago

    Tysons Corner, United States Fluet Full time

    Our International Trade team specializes in helping defense and security contractors operate overseas and in advising domestic and foreign entities on the laws and regulations that govern foreign investments with national security implications.Position DescriptionAs an Associate in our International Trade Practice, you will advise clients on compliance with...

  • Associate Attorney

    1 month ago

    Tysons Corner, United States LHH Full time

    Are you a Virginia barred attorney with construction litigation experience??Mid-sized Virginia based law firm seeking Litigation Associate with Construction experience for Tyson's Corner office. Firm is widely know and respected in Virginia and holds deep roots to the community. Firm clients offer a variety of sophisticated work allowing for the opportunity...

  • Sales Associate

    2 months ago

    Tysons Corner, United States Fourth Floor Full time

    Job DescriptionJob DescriptionOur client is looking for a Sales Associate to assist their Tysons Corner coffee kiosk until end of December. Duties:Assist the staff with kiosk maintenancePromote sales to potential customersMeet KPIsProvide product information to boost salesTrack sales dataProcess sales / returnsEnsure high end customer serviceOther tasks as...

  • Community Associate

    1 month ago

    Tysons Corner, United States IWG PLC Full time

    Community Associate Address: 8300 Boone Blvd. Suite 500 22182 Vienna, Virginia The world of work is changing…short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work! At IWG, we are leading the way. We've built the world's largest workspace network so that our customers can work from...

  • Enterprise Analytics Professional

    1 week ago

    Tysons Corner, Virginia, United States MicroStrategy Services Corp. Full time

    MicroStrategy Services Corp.We're looking for a talented Account Executive to join our team in driving business growth and expansion through strategic sales initiatives. With a strong focus on building long-term relationships with clients, this role offers the perfect blend of challenge and reward for ambitious professionals.About the Role:The Account...