Virtual Client Services Associate
AO Garcia Agency
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance-based advancement Full training Current tech stack Work from home Traits that work here Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default setting, apply. Interviews on Zoom. #J-18808-Ljbffr AO Garcia Agency
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Virtual Client Services Associate in Alexandria, VA vacancy
- ...Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and nurture relationships after the first meeting. The role... ...be comfortable on camera. Responsibilities include engaging clients via Zoom, maintaining pipeline hygiene, and participating in ongoing...VirtualRemote work
AO Garcia Agency
Alexandria, VA2 hours ago $55k - $75k
...their prospective and existing clients and other branch staff team... ...platforms (phone, email, in-person, virtual), as well as the ability to... ...history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail...VirtualWork experience placementWork at office$55k - $75k
...their prospective and existing clients and other branch staff team... ...platforms (phone, email, in-person, virtual), as well as the ability to... ...history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail...VirtualWork experience placementWork at office- Raymond James in Bethesda, MD is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their clients, and branch... ...demands strong communication across phone, email, in-person, and virtual channels and the ability to manage multiple, detailed tasks...Virtual
- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Alexandria, VAmore than 2 months ago - ...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...Full timeTemporary workPart timeWork experience placementImmediate start
- ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...Full timeWork at office
The Quest Organization
Washington DC2 days ago - ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...Full timeWork at office
JCW Group
Washington DC2 hours ago $33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Temporary workWork at officeLocal areaMorgan Stanley
Washington DC2 days ago$35.36k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Bethesda, MD3 days ago- ...Associate Account Manager / Client Services Associate – Employee Benefits We're a growing employee benefits consulting firm in the DMV area looking for an Associate Account Manager / Client Services Associate to support our Account Management team. This is an employee...Full timeWork at office
KamisPro
Washington DC3 days ago - ...Client Services Associate Our client is a top tier wealth management firm that has been ranked by RIA for one of the fastest growing investment firms in the US. They also consistently win year over year Best Place to Work and they are proud of their culture that puts...Full timeWork at officeWork from homeMonday to FridayFlexible hours
Spectrum Search Group
Mc Lean, VA2 days ago $50k - $65k
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing... .... We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at officeCare Options For Kids
Laurel, MD15 hours ago$65k - $75k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team helping to advance our commitment to providing an exceptional experience for every client...Full timeInternshipWork at officeLocal areaRemote work2 days per weekFocus Partners Wealth
Washington DC5 days ago- ...Job Title: Mailroom Associate Reports To: The Client Service Associate/ Mailroom Associate will report to the Client Services Supervisor Client Services Manager or equivalent leadership. Job Overview: The Client Service Associate/Mailroom Associate provides...Full timeTemporary workPart timeWork experience placementImmediate startFlexible hours
SPS
Herndon, VA14 days ago $33.28k - $85k
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaWork visa$35.36k - $90k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaWork visa- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
- ...Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this... ...What you’ll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
Jackson Hewitt - 2286
Washington DCa month ago - ...Job Description Job Description Job Title: Mailroom Associate Reports To: The Client Service Associate/ Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client...Work experience placementFlexible hours
$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...Work at office$60k
...that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual...Full timeWork at officeFlexible hours$35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal areaWork visa- ...looking to begin or grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...wealth management teams. As a Client Service Associate, you will learn the Registered Investment Advisor...Full timeWork at officeRemote work2 days per week3 days per week
Coldstream Wealth Management
Washington DC2 days ago - ...Job Description Job Description POSITION SUMMARY: The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with...Work at officeLocal areaImmediate startMonday to Friday
- ...Description The Mission Acorn Financial Services integrates tax strategists, estate... ...managers to build one unified plan for our clients. Operating at this level of integration... ...infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale...Flexible hoursShift work
$35.36k - $90k
...Job Description POSITION SUMMARY \n Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Bethesda, MD12 days ago$80k - $90k
...CLIENT SERVICE ASSOCIATE Location: Bethesda, MD Job Type: Full-Time Compensation: $80-90k Schedule: Mon-Fri, 9:00 AM–5:00 PM POSITION SUMMARY We are seeking a Client Service Associate to provide day-to-day operational and client service support to an advisory...Full timeWork at officeMonday to FridayBethesda, MDa month ago- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
- Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential. The role requires Series 7/66 or 63/65 licenses...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Client Services Associate. Be the first to apply!
Related searches
- nutrition services aide Alexandria, VA
- transaction services specialist Alexandria, VA
- service worker Alexandria, VA
- services specialist Alexandria, VA
- internal service advisor Alexandria, VA
- protective services officer Alexandria, VA
- environmental service worker Alexandria, VA
- family services specialist Alexandria, VA
- experienced service advisor Alexandria, VA
- office service associate Alexandria, VA