Top 826170 Client Services Jobs

Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
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Customer Service Professional ( Banking Expereince)
Mphasis —Plano, TX
- $22 - $25 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
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Client Services Account Coordinator
DS Graphics | Universal Wilde —Canton, MA
- From $25 an hour
- Full-time
- Background check
- Customer service
- Writing skills
- Health insurance
- Dental insurance
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Client Success Manager / Account Manager
TeamLogic IT —Langhorne, PA
- $65,000 - $85,000 a year
- Full-time
- Remote
- 7 years
- 6 years
- Marketing
- Disability insurance
- Health insurance
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Client Services Representative
RTC —Rolling Meadows, IL
- Full-time
- Hybrid work
- Microsoft Word
- 18 years or older
- Microsoft Excel
- Commuter assistance
- Paid parental leave
Client Services Representative
American Financial Management, Inc. —Remote
- $35,000 - $50,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- AD&D insurance
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Client Success Representative (Remote)
Demand.com —Seattle, WA
- Remote
- Mid-level
- Communication skills
- Time management
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Client Support & Relations Coordinator – Crane Services
Paradise Crane Consultants LLC —Remote
- $25 - $31 an hour
- Full-time
- Remote
- Bilingual
- Google Workspace
- Mid-level
- Paid holidays
- Health insurance
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Customer Service Representative - Remote
OneTouch Direct —San Antonio, TX
- $26,000 - $286,000 a year
- Full-time
- Remote
- High school diploma or GED
- Communication skills
- Entry level
- AD&D insurance
- Health insurance
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Client Experience Advisor
FXAIR —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- AD&D insurance
- Disability insurance
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Benefits Administration Services Associate
Conduent Business Services, LLC —Remote
- $18.44 an hour
- 8 hour shift
- Remote
- Computer literacy
- High school diploma or GED
- Criminal background check
- Paid training
- Paid holidays
Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
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Account Manager-Commercial Lines
Superior Insurance Partners —Mount Sinai, NY
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Marketing and Sales Coordinator
The Daston Corporation —Leesburg, VA
- $49,949.27 - $65,000.00 a year
- Full-time
- Google Workspace
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Managed Services Engineer
QUALITECH COMPUTERS —Staten Island, NY
- From $50,000 a year
- Part-time
- Hybrid work
- 5 years
- Windows
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Insurance Senior Client Service Representative - Property & Casualty
CMR Risk & Insurance Services, Inc. —San Diego, CA
- $71,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Client Account Manager
High Performance Computer Services —Ashland, KY
- Full-time
- Pass drug screening
- Office
- Business development experience
- Paid time off
Quick Apply
Operational Specialist
EURO-AMERICA CONTAINER LINE INC —Anaheim, CA
- $25 - $30 an hour
- 8 hour shift
- Bilingual
- Customer service
- English
- Paid holidays
- Health insurance
Quick Apply
11d
Meeting Planner/Society Manager
SPLtrak —Glenview, IL
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Key Account Manager
Eastern Drayage —Kearny, NJ
- $75,000 - $80,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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Client Services Associate

Birks Financial Corp
Herndon, VA

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Job Details

Full-time
$55,000 - $85,000 a year

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) 4% Match
401(k) matching

Qualifications

Executive administrative support
Bachelor's degree
Client services experience
Organizational skills
Financial services
Productivity software
Technical Proficiency

Full Job Description

Firm Summary

Birks Financial is a small wealth management firm with established marketing, new client acquisition, and client servicing processes that has been in business for 30 years. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning. The firm is currently expanding the team to service the firm’s existing and new clients to manage new growth. Birks Financial currently manages ~$300M in client assets and brings on 12 clients/$25M annually. The goal is to grow to manage $1B in client assets in 10 years (by 2035).

Position Summary

The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. For CSAs who wish to develop along the advisory track, this role can be scoped to include paraplanning support.

Key Responsibilities

· Client Service & Communication

o Serve as the first point of contact for client inquiries via phone, email, or portal.

o Be the key voice of Birks Financial.

o Provide timely, accurate responses and proactive updates to clients.

o Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.

o Must be proactive and confident in answering incoming calls promptly, ensuring client needs are addressed with professionalism and a solutions-oriented approach.

o Helps the lead advisor to manage client expectations around custodian requests.

o Support thoughtful outreach around key client dates.

· Account Administration

o Process account openings, transfers, and maintenance requests.

o Conduct rollover calls and client onboarding processes.

o Coordinate with custodians and vendors to ensure accurate and timely execution of transactions.

o Maintain organized and compliant client records in CRM and document management systems.

o Assist in billing processes.

· Operational Support

o Monitor workflows to ensure deadlines are met and tasks are completed accurately.

o Update and create new workflows as necessary to help run business.

o Support compliance processes, including document retention and audit preparation.

o Accurate data entry and comprehensive client information management.

· Marketing Support

o Manage attendance and marketing for new client seminars.

o Attend evening marketing seminars (14 times per year).

o Conduct seminar scheduling follow-up.

· Team Collaboration

o Work closely with the Lead Advisor to ensure a consistent client experience.

o Participate in team meetings and contribute to process improvements.

o Actively contribute ideas and best practices from previous experiences to improve operations.

· Office Management

o Maintain office supplies inventory (e.g., pens, paper, printer ink) and reorder as needed.

o Ensure common areas (kitchen, meeting rooms) are tidy and stocked (e.g., dishes, coffee supplies).

o Coordinate with vendors for office equipment maintenance and repairs.

o Support onboarding of new team members with workspace setup.

· Paraplanning (depending on CSA advisory track)

o Help with tax & financial planning software data entry and report generation.

o Assist with preparation of financial reports, statements, and client deliverables.

o Assist in financial plan preparation

o Assist in annual review/client call preparation

Other duties as assigned.

Qualifications

Bachelor’s degree in business, finance, accounting, or related field preferred.
1–3 years of experience in financial services, client service, or related high-touch industries preferred, but not required.
Background as an executive assistant or in luxury service industries (hospitality, retail, etc.) is highly desirable.

Skills & Characteristics

Strong organizational skills and attention to detail.
Strong interpersonal skills are non-negotiable

Technology Proficiency

Highly desirable: Charles Schwab, CRMs (WealthBox), eMoney, Holistiplan, DocuSign
Non-negotiable: Microsoft Office.

Performance Metrics

Client satisfaction and responsiveness (e.g., inquiries addressed within 24 hours).
Accuracy of client documentation and error-free processing.
Compliance with regulatory and firm standards.
Contribution to team collaboration and operational efficiency.

· Office readiness and supply management effectiveness.

Compensation & Benefits:

Total Compensation: $55,000 - $85,000

Additional Compensation/Bonus Structure:

· Discretionary bonus/profit share based on individual performance metrics and overall firm growth.

Professional Growth & Development:

· Funded training and professional certifications

· Clear upward career mobility (Senior CSA, Chief of People, Advisor track, etc.)

· Salary increase upon attainment of advisory license

Benefits:

Health insurance
401(k) eligibility and 4% employer match
Paid bank holidays
Paid vacation time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

401(k)
Paid time off

Work Location: In person

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Benefits Administration Services Associate

Trader

Account Manager-Commercial Lines

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Key Account Manager

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