Client Services Associate Salaries in McLean, VA

1-2 years of previous retail sales experience in a customer service related field; preferably a luxury environment. Luxury retail sales experience preferred.

Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision. 401(k) with company match.

$60,000 - $80,000 a year

Responding to incoming client calls, emails, and questions. Experience in the wealth management industry or a similar field, such as banking, is beneficial but…

$65,000 - $75,000 a year

Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…

1 day ago

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$70,000 - $115,000 a year