Client Services Associate

6 days ago

Vienna, United States Prudential Financial Full time

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you.

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.


Qualifications

- Previous experience in LPL Financial system and processing preferred

- Strong ability to communicate effectively with clients and internal teams

- Collaborative and strategic minded individual

- Experience in account management or sales is a plus

- Familiarity with Salesforce or similar CRM software is advantageous


Responsibilities

This is an on-site employment opportunity with offices in Vienna and Leesburg. This role would allow you to support Financial Advisors. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and by helping people and families that look to our Financial Advisors for financial solutions. (Candidate is expected to be in the office 5 days a week - NOT REMOTE)


  • Answer phones, schedule appointments, and prepare materials for client meetings
  • Keep client management systems up-to-date with client information
  • Assist with information and documentation requirements for new accounts, transfers, and more
  • Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
  • Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
  • Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met


If you are a proactive individual with a passion for delivering top-notch client services, we encourage you to apply for this exciting opportunity as a Client Services Associate.

  • Client Service Associate

    4 weeks ago

    Vienna, Virginia, United States RIA Recruiting Full time

    Client 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...

  • Client Service Associate

    4 weeks ago

    Vienna, Virginia, United States VWG Wealth Management Full time

    Job 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,...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company Description VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    4 weeks ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Client Service Associate

    1 month ago

    Vienna, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Associate Client Advisor

    1 month ago

    Vienna, United States Glassman Wealth Services Full time

    Associate Client Advisor Job Posting Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Associate Client Advisor who is...

  • Client Service Associate

    2 weeks ago

    Vienna, VA, United States VWG Wealth Management Full time

    Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

  • Retail Sales Associate

    4 weeks ago

    Vienna, Virginia, United States Mardel Full time

    Mardel 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....

  • Dining Service Associate

    3 weeks ago

    Vienna, West Virginia, United States Westwood Country Club Full time

    At Westwood Country Club, we are seeking a highly skilled and energetic Dining Service Associate to join our team. As a Dining Service Associate, you will play a vital role in ensuring our members and their guests have an exceptional dining experience.Key Responsibilities:Welcome and greet diners entering the club, providing a warm and welcoming...

  • Sales & Customer Service Associate - Full Time

    4 months ago

    Vienna, United States Massage Envy Full time

    Overview: 4.8 Google Rating! Check out our Reviews! Where Better Careers Begin! Massage Envy Vienna: 126 Branch Rd. Ste. A Vienna, VA 22180 Do you have a passion for helping others? At the Massage Envy Vienna franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to...

  • Enterprise Technology Services Specialist

    4 weeks ago

    Vienna, Virginia, United States ALTA IT Services Full time

    Job Title: Enterprise Technology Services AnalystJob Summary:We are seeking a highly skilled Enterprise Technology Services Analyst to join our team at ALTA IT Services. As an Enterprise Technology Services Analyst, you will be responsible for delivering top-notch technology services to our clients. Your primary focus will be on desktop software delivery...

  • Retail Customer Service Associate

    2 days ago

    Vienna, United States FedEx Full time

    FedEx - JobID: PDX_FEC_528811B4-1657-42B6-B063-7C86FA2CDA98_240542 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...

  • Client Executive

    4 weeks ago

    Vienna, United States NetApp Full time

    About NetApp At NetApp, we're a company that's all about helping our customers turn challenges into business opportunities. We do this by bringing new thinking to age-old problems, like how to use data most effectively to run better - but also to innovate. Our approach is tailored to each customer's unique needs, combining fresh thinking with proven...

  • Sales Associate

    4 weeks ago

    Vienna, Virginia, United States Karin's Florist, INC Full time

    Job 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:...

  • Front Desk Associate

    4 weeks ago

    Vienna, Virginia, United States Stretch Zone Full time

    As 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...

  • Tax Senior Associate

    4 weeks ago

    Vienna, Virginia, United States Baker Tilly US, LLP Full time

    Join 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...

  • Audit Senior Associate

    3 weeks ago

    Vienna, West Virginia, United States Baker Tilly US, LLP Full time

    About the Role:Baker Tilly US, LLP is seeking a highly skilled Audit Senior Associate to join our Commercial group. As a trusted business advisor, you will provide industry-focused assurance services to middle market clients, helping them solve complex accounting and business challenges.Responsibilities:Coordinate with clients and engagement team members to...

  • Client Executive

    3 weeks ago

    Vienna, West Virginia, United States NetApp Full time

    Job SummaryAs a Client Executive within Federal Health & Safety in NetApp's U.S. Public Sector, you will be responsible for managing all sales activities within an existing subset of accounts within the Department of Homeland Security (DHS) for NetApp Products and Professional Services. You will develop long-term strategies and shorter-term plans to meet...

  • Associate Advisor

    6 hours ago

    Vienna, United States Savant Wealth Management Full time

    Associate Advisor in Vienna, VA Grow Your Career with Savant Wealth ManagementMake sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Are you ready to start your journey toward becoming a Certified Financial Planner (CFP)? As an Associate Advisor at Savant Wealth Management,...