Client Services Associate
MV Financial Group, MV Capital Management Inc.
Job Description
Job Description
MV Financial is a Registered Investment Advisory firm. We offer investment management and 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 will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:
- Interfacing directly with clients to complete service requests
- Assist & coordinate operational procedures, including reporting and cash management within client accounts
- Assist with the completion of investment trades within client accounts
- Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
- Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.
Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.
This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.
This position is an in office position.
Company DescriptionMV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.
Company Description
MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Washington DC vacancy
- ...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.
Bethesda, MD7 days ago - ...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
Brighton Jones LLC
Washington DC2 days ago - ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkforce
Arlington, VA1 day ago - ...Client Service Associate Arlington, Virginia, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule...SuggestedTemporary workWork at officeImmediate startMonday to Friday
SPS North America Inc
Arlington, VA3 days ago $74.39k - $103.81k
Licensed Client Service Associate 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 a good understanding of how the team and...SuggestedFull time- ...support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account... ...management. Perform daily account administration and client service activities such as processing checks, generating daily reports,...Work experience placementWork at office
$33.28k - $85k
Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and...$60k - $80k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office$54k - $68k
Job Summary Ameriprise Financial Franchise owner is hiring a Client Service Associate for Forward Together Wealth Planning in Bethesda. Key Responsibilities Call, text, and email clients or prospects to set up meetings or appointments Prepare agendas and forms for appointments...Full timeWork at office$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 area$54k - $71k
Client Service Associate As part of the Client Services team, you will partner with the Financial Planner to provide high‑level customer service to our clients, supporting their investments and ensuring outstanding client experience. Responsibilities Coordinate client...- Threadneedle Group, located in Bethesda, MD, is looking for an experienced Client Service Associate to provide exceptional service to clients. The role involves managing client relationships, assist with marketing efforts, and providing necessary support to ensure a seamless...
- ...Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of our broad array of working relationships, our strategic expertise and...
$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C.,...Work experience placementWork at office- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...Work from homeFlexible hours
- ...committed to creating positive experiences while delivering exceptional customer service and support. We are currently seeking an enthusiastic and professional Client Service Associate to join our team. This is a fully in-person position that involves interacting directly...
THE GEM Inc.
Alexandria, VA3 days ago - ...Job Description Job Description Client Service Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a leading Wealth Advisory firm in DC . This is an established, independent firm serving high...Work at office
International Search Consultants
Washington DC9 days ago $5,000 per month
...Description Job Description We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing...Work at officeRemote workWork from homeMonday to FridayAfternoon shiftDSPolitical
Washington DC6 days ago$33.28k - $85k
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...Full timeTemporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate 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 areaMorgan Stanley
Potomac, MD1 day ago- Morgan Stanley is seeking Registered Client Service Associates in Potomac, Maryland. This role is essential for enhancing client service and requires a dual focus on client relationship management and administrative support for Financial Advisors. The ideal candidate should...
- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...Full time
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...Immediate startFlexible hours
- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork 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
Community Clinic Inc.
Silver Spring, MD18 days ago $34.32k - $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...Full timeTemporary workWork at officeLocal area$60k - $85k
...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional... ...clients and top law firms providing administration and client service support for their individual disability insurance benefits....Full timeRemote workMonday to Friday3 days per week$65k - $82k
...have purposefully built and nurtured our client-first culture. Brown Advisory is an... ...advice and the highest level of client service. The firm's clients-including individuals... ...key member of this team, the Relationship Associate will execute on a range of client...Temporary workWork at officeWorldwideBrown Advisory
Washington DC5 days ago$50k - $83k
...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours$34.32k - $90k
...Service Associate Service Associates perform operational support and oversight on behalf of the Market as well as general management support... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan...Temporary workWork at officeLocal areaRemote workHome officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client engagement associate Washington DC
- client solutions associate Washington DC
- client relationship associate Washington DC
- client services associate Washington DC
- client success associate Washington DC
- registered client associate Washington DC
- client account associate Washington DC
- member services specialist Washington DC
- information technology and services consultant Washington DC
- office service associate Washington DC