Client Services Associate - Tysons
Brobston Group LLC
Summary Provide elevated luxury client service in the gallery by assessing client needs and creating a refined experience. Serve as a primary point of contact for clients in-person, by phone and email, connecting them with the right Associates and supporting Gallery Partners. Maintain a polished appearance, refined taste and strong communication while managing multiple priorities. Responsibilities Greet and welcome gallery clients and assist with questions or concerns Connect clients with appropriate Associates based on purchase needs Support clients via in-gallery interactions, phone and email Provide elevated client services support to Gallery Partners to resolve issues Become well‑versed on RH products and offerings to advise clients Create a luxury service experience in every client interaction Requirements Customer service experience in a design firm, high-end furniture showroom, or luxury retail preferred Strong organizational and time management skills and ability to prioritize Strong verbal and written communication skills; people and relationship driven Commitment to quality and attention to detail Proficiency with Mac OS, iOS devices, Microsoft Office and Google applications Ability to lift and mobilize items up to 30 lbs and maneuver around gallery and stock areas #J-18808-Ljbffr Brobston Group LLC
$27 - $31 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand... ...Info Job Identification 39955 Job Category Gallery Locations Tysons Gallery Pay Range $27.00 - $31.00 Hourly RHSuggestedHourly payWork at officeLocal area$51.45k - $84k
...for enriching the lives of our clients. We continually seek to... ...plans and investment management services to over 90,000 households from... ...located in the Falls Church/Tyson's Corner area!) is looking for... ...motivated Sr Client Service Associate ! The Sr Client Service Associate...SuggestedFull timeTemporary workWork at officeFlexible hours- Alliant Insurance Services, based in McLean, Virginia, is seeking a dedicated professional to provide exceptional customer service to clients and manage various insurance-related materials. The ideal candidate should possess a Bachelor's Degree, along with at least two...Suggested
- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...Suggested
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted...SuggestedWork at officeLocal area
- ...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
- UBS in McLean, Virginia seeks a Client Associate to keep client records up-to-date and educate clients on our account services. You’ll assist in preparing materials for client meetings and ensure the right documents are collected to open new accounts and service requests...
- ...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
$70k - $115k
Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area$58.19k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full time$35.36k - $90k
...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 the full capabilities...Temporary workWork at officeLocal areaWork visa$70k - $75k
...ground up while working directly with experienced industry professionals. This growing wealth management firm is looking for a Client Service Associate to join its Bethesda team. You'll gain hands-on exposure to client service, investment account operations, custodial...Work at officeImmediate startRemote work- Global Elite Empire Consultants is looking for passionate individuals who seek a fulfilling career that offers flexibility and growth opportunities. This role allows you to work from home with a flexible schedule, enabling you to balance your personal and professional life...Remote jobWork from homeFlexible hours
- Citigroup Inc. is seeking a Licensed Client Service Associate in Washington, DC to deliver wealth management services under Banker guidance. The role emphasizes risk-aware decisions, regulatory compliance, and safeguarding client assets while maintaining strong client...
- ...Our mission is to enrich the lives of our clients and their families by providing quality independent... ...providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This...For contractorsWork experience placementWork at office
$55k - $75k
## Registered Client Service Associate- Bethesda, MDApplylocations: Bethesda, Maryland - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011732**Job Description Summary**Supports Financial advisors and their prospective and existing clients...Work experience placementWork at office- Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains...
- ...further! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make a... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications...Remote workWork from home
$70k - $75k
Creative Financial Staffing, LLC in Bethesda, MD is seeking a Client Service Associate - Wealth Management for a hybrid role. You will learn the wealth management business by supporting client service, account operations and money movement under experienced professionals...Remote work$22.64 per hour
...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- ...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
$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...Full timeWork at officeRemote workMonday to Friday
$70k - $95k
...Job Description Job Description Senior Client Service Associate (Wealth Management) NO RECRUITERS Momentum Capitol Wealth Advisors Reston, VA 20191 $70,000 - $95,000 a year - Full-time Job details Pay ~$70,000 - $95,000 a year Job type ~ Full...Full timeWork at office- ...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
- ...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...Work at officeWork from home
- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...Work experience placement
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
- ...financial plan is only as powerful as its execution. At Acorn Financial Services, we pride ourselves on providing seamless, holistic stewardship to individuals and businesses. As a Junior Client Services Associate, your mission is to serve as the operational anchor of our...
$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office
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