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.
\nCompany 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.
- Job Posting The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content...Suggested
- ...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, VAa month ago $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...SuggestedFull timeCiti
Washington DC5 days ago$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...SuggestedTemporary workWork at officeLocal areaWork visaMorgan Stanley
Bethesda, MD17 hours ago$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...SuggestedWork at officeImmediate startRemote workCFS
Bethesda, MD17 hours ago$55k - $80k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Full timeWork experience placementWork at office$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...Full timeTemporary workWork at officeLocal areaWork visa- 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...
- Summary Provide elevated luxury client service in the gallery by assessing client needs and creating a refined experience. Serve as a primary... ...-person, by phone and email, connecting them with the right Associates and supporting Gallery Partners. Maintain a polished...Work at office
- 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...
- ...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
$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 attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payWork at officeLocal area$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves...Full timeTemporary workWork at officeFlexible hours$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- 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...
- 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...Work at officeLocal area
- ...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
- 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...
- ...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
Acorn Financial Services Inc
Reston, VA28 days ago $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 hoursBrighton Jones
Washington DC3 days ago$60k - $70k
...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...Temporary workWork at officeWork from homeColdstream Wealth Management
Washington DCa month ago- ...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
Raymond James Financial Services
Washington DCmore than 2 months ago $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 officeMomentum Capitol Wealth Advisors
Reston, VA2 days ago$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 startSPS North America
Washington DC21 days ago$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- ...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, MD23 days ago $35.63k - $85k
...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 visaMorgan Stanley
Washington DC10 days ago- ...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
SPS North America
Washington DC9 days ago - 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...
Acorn Financial Services Inc
Reston, VA28 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- veterans service officer Alexandria, VA
- community services specialist Alexandria, VA
- facility service associate Alexandria, VA
- office service associate Alexandria, VA
- service lot attendant Alexandria, VA
- information technology and services consultant Alexandria, VA
- public service officer Alexandria, VA
- service consultant Alexandria, VA
- service advisors Alexandria, VA
- part time service advisor Alexandria, VA