Client Services Representative

Office Administrative Assistant & Client Service Representative

Overview:

D’Orazio Wealth Advisors (DWA) seeks a proactive, service-oriented professional with a genuine interest in financial services to join our Operations Team.

We are a fee-only financial planning and wealth management firm serving business owners, executives, families, and individuals. With over $1.5B in Assets Under Advisement, we pair personalized planning with a disciplined, technology-forward investment process.

Location: On-site in Vienna, VA (potential for flexible/hybrid work with tenure).

Team: Operations, partnering closely with Financial Planning, Tax Planning, Portfolio Management, and Estate Planning.

Reports to: Operations Team Leadership.

What You’ll Do:

This role combines office administration and client service. The successful candidate will keep client requests and operational workflows organized, communicate clearly, and follow through without repeated reminders.

Create a Professional Client and Office Experience

• Welcome clients and visitors, answer and route calls, and create a polished office experience.
• Coordinate calendars and meetings; prepare conference rooms and materials and confirm logistics.
• Manage mail, shipping, scanning, supplies, vendors, facilities needs, and routine office administration.
• Provide dependable administrative support to advisors and team members.

Own Client Service and Account Workflows

• Process account openings, transfers, rollovers, beneficiary changes, registrations, and maintenance requests.
• Support money movement and forms; monitor signatures, rejected items, and missing information.
• Communicate with custodians and providers and follow requests through resolution.
• Maintain accurate CRM notes, digital records, workflows, and onboarding tasks.

Own Client Service and Account Workflows

• Prioritize work, anticipate deadlines, identify incomplete items, and take next steps without repeated direction.
• Communicate status, obstacles, and next steps proactively.
• Improve checklists and workflows while protecting confidential information and following compliance procedures.
• Participate in firm initiatives and embrace a “no task too small” culture.

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What Success Looks Like (First 6-12 Months):

• You independently manage recurring office and client service responsibilities with minimal reminders.
• Client requests are acknowledged promptly, completed accurately, and followed through.
• CRM records, digital files, and workflows remain current and clearly documented.
• You build working knowledge of DWA’s standards, technology, custodian processes, and compliance procedures.
• You demonstrate curiosity about financial services and steadily grow your industry knowledge.
• You earn greater responsibility through reliability, judgment, initiative, and follow-through.

Qualifications:

Required

• Demonstrated initiative, ownership, and follow-through without repeated direction.
• Strong attention to detail, organization, time management, and prioritization.
• Professional communication, sound judgment, discretion, and a service-oriented approach.
• Genuine interest in financial services or wealth management and a willingness to learn.
• Proficiency with Microsoft 365 and confidence learning new systems.
• Bachelor’s degree or equivalent education and relevant experience.

Preferred

• Two or more years in client service, wealth management, financial services, banking, operations, or professional services.
• Experience at a Registered Investment Advisor, financial institution, custodian, or client-focused organization.
• Experience with CRM, electronic signature, account-opening workflows, transfers, rollovers, or money movement.
• Familiarity with Schwab Advisor Center, Fidelity Wealthscape, or comparable custodial platforms.
• Series 65 or Series 7 and 66, or willingness to pursue firm-supported licensing.

Compensation and Benefits:

We offer competitive, market-based compensation commensurate with experience, plus:

• 401(k) with employer match and discretionary profit-sharing plan contributions
• Paid Time Off and Paid Parental Leave
• Paid Medical, Dental and Vision
• Life, Short-Term and Long-Term Disability Insurance
• Potential for a flexible working arrangement with experience and tenure at DWA

How to Apply:

Please respond with or send your resume and a brief cover letter to with the subject line “Office Administration and Client Service Application.” Include brief responses to:

• Why are you interested in financial services or wealth management and this role?
• Describe a time you took ownership without repeated prompting and explain the result.

 DWA is an Equal Opportunity Employer.