Client Services Associate

About the Role

Client Service & Operations Associate

Our client, a national wealth management firm, is seeking a Client Service Associate to join their growing DC/N. VA office. This firm has expanded into 7 new markets this year and plans to double its headcount in the next 12-18 months. They are recognized as a "Great Place to Work" and offer a dynamic work culture, distinct from traditional wealth management firms.

The role is based in McLean with flexibility for occasional remote work.

Key Responsibilities

• Partner with advisors to support clients through onboarding and ongoing relationship management.
• Organize and manage client accounts, paperwork, and service requests.
• Act as a liaison with custodians for operational needs and account-related issues.
• Maintain accurate client and prospect information in Salesforce.
• Manage follow-up items from client and prospect meetings.
• Coordinate money movement and account transactions, including transfers, trades, distributions, and other requests.
• Assist with calendars, meeting preparation, and team coordination.
• Take ownership of tasks to ensure accuracy and timely completion.
• Contribute to thoughtful client experiences through personal touches and correspondence.
• Support special projects and identify opportunities to improve team processes and client experience.

Requirements & Tech Stack

• Salesforce

Qualifications

• A BA Degree is a plus.
• Financial Services, law firm, or professional services experience is preferred.
• Must be naturally organized, dependable, and proactive.
• Ability to enjoy helping others, solve problems, and manage details.
• Comfortable juggling multiple priorities, communicating with diverse individuals, and taking ownership of work.

Pay: $30.00 - $40.00 per hour

Expected hours: 40 per week, 9am - 5pm.