Top 119 Data Classification Associate Jobs in Herndon, VA

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Project Manager
NTI Connect LLC —Manassas, VA
- $75,000 - $110,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Construction site
- Disability insurance
- Health insurance
Quick Apply
Associate, Infrastructure Project Advisory (Construction/Engineering)
KPMG —Washington, DC
- Full-time
- CPA
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
5d
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Data Center Warehouse Associate - 1st Shift
GXO Logistics —Ashburn, VA
- Day shift
- Military
- Pass drug screening
- Mid-level
- Disability insurance
- Health insurance
3d
Associate Data Engineer
Working America Associa —Washington, DC
- $94,209 a year
- Full-time
- SQL
- Associate's degree
- Communication skills
- Health insurance
- 401(k)
Baker and Packager Associate
Sam's Club —Sterling, VA
- $19 - $27 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Merchandise and Stocking Associate
Sam's Club —Sterling, VA
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
DC Logistics Associate - Day
GXO Logistics —Sterling, VA
- Overtime
- 18 years or older
- Basic math
- Pass drug screening
- COVID-19 protective measures
- Disability insurance
10d
Cafe Associate
Sam's Club —Sterling, VA
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Produce Associate
Sam's Club —Sterling, VA
- $19 - $27 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
DC Logistics Associate - Day Shift
GXO Logistics —Reston, VA
- Overtime
- 18 years or older
- Basic math
- Pass drug screening
- COVID-19 protective measures
- Disability insurance
3d
(USA) Freight Flow Associate
Sam's Club —Sterling, VA
- $21 - $29 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Branch Service Associate I
FVCBANK —Reston, VA
- $45,000 - $49,000 a year
- Computer literacy
- Basic math
- Office
Quick Apply
Patient Registration Associate (Friday-Tuesday, 10:30pm-7:00am)
MedStar Health —Washington, DC
- $18.70 - $32.72 an hour
- Full-time
- Anatomy knowledge
- Inpatient
- Mid-level
Logistics Associate - Weekend Day
GXO Logistics —Bristow, VA
- Overtime
- 18 years or older
- Basic math
- Pass drug screening
- COVID-19 protective measures
- Disability insurance
Associate Applications Analyst
George Mason University —Fairfax, VA
- Online Application
- Customer service
- Mid-level
- Windows
Systems Engineering Associate - GovCloud [Salesforce National Security]
Salesforce —Herndon, VA
- $111,000 - $122,000 a year
- Full-time
- Writing skills
- Mid-level
- Java
- Paid parental leave
- Disability insurance
10d
Principal Associate, Data Scientist
Information Technology Senior Management Forum —McLean, VA
- $161,800 - $184,600 a year
- Email
- Computer Science
- Office
- SQL
- Health insurance
Senior Associate, Data Scientist - Card Intelligence
Information Technology Senior Management Forum —McLean, VA
- $135,600 - $168,900 a year
- Email
- Computer Science
- Research
- SQL
- Health insurance

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Data Classification Associate jobs near Herndon, VA

Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

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Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

Apply Now

Refine Your Search

Data Classification Associate jobs in Herndon, VA

Client Service Associate I

Associate Project Manager

Associate, Infrastructure Project Advisory (Construction/Engineering)

Records Associate

Data Center Warehouse Associate - 1st Shift

Associate Data Engineer

Baker and Packager Associate

Merchandise and Stocking Associate

DC Logistics Associate - Day

Cafe Associate

Produce Associate

DC Logistics Associate - Day Shift

(USA) Freight Flow Associate

Branch Service Associate I

Patient Registration Associate (Friday-Tuesday, 10:30pm-7:00am)

Logistics Associate - Weekend Day

Associate Applications Analyst

Systems Engineering Associate - GovCloud [Salesforce National Security]

Principal Associate, Data Scientist

Senior Associate, Data Scientist - Card Intelligence

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