Top 829 Associate client development Jobs in Alexandria, Va

Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
Quick Apply
13d
Real Estate Development Associate
Career Legal —Washington, DC
- $195,000 - $215,000 a year
- Full-time
- Mid-level
- Analysis skills
- Contracts
- Health insurance
- Dental insurance
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5d
Associate Director, Home Visiting
Community of Hope —Washington, DC
- $75,000 - $85,000 a year
- 8 hour shift
- Driver's License
- Travel
- Psychology
- Continuing education credits
- Paid holidays
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
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Resident Relations Associate (Residential)
CIM Group, LP —Alexandria, VA
- Full-time
- Microsoft Excel
- Residential
- High school diploma or GED
- Wellness program
- Paid parental leave
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Business Development Associate - Corporate
Hanover Research —Arlington, VA
- From $50,000 a year
- Online Application
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
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4d
Associate
Technomics —Arlington, VA
- Entry level
Quick Apply
Associate Development Operations
WETA —Arlington, VA
- $57,000 - $62,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
14d
Business Development Associate (Entry-Level)
DAn Solutions —Arlington, VA
- Full-time
- Office
- Business development
- In-person
- Opportunities for advancement
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Associate (Federal Consultant - Affordable Housing)
Federal Practice Group LLC —Arlington, VA
- $70,000 - $85,000 a year
- Urgently hiring
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d
Client Services Associate
DSPolitical —Washington, DC
- $50,000 a year
- Full-time
- Background check
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Loan repayment program
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Client Service Associate
Raymond James Financial, Inc. —Alexandria, VA
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Support Associate
Z S Connections MD —Lanham, MD
- $3,600 - $4,600 a month
- Full-time
- Background check
- Computer literacy
- High school diploma or GED
Quick Apply
6d
Business Development Associate
HUMAN TOUCH LLC —McLean, VA
- $70,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- 3 years
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Retail Associate - Georgetown
Aritzia —Washington, DC
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Summer Associate - Corporate (DC)
Venable LLP —Washington, DC
- $4,134 a week
- Seasonal
- Entry level
Retail Associate - Tysons Corner
Aritzia —Tysons Corner, VA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Sales Associate (Part-Time) - Old Town Alexandria
ALO —Alexandria, VA
- $17 - $19 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Commuter assistance
- Health insurance
Quick Apply
6d
Media Operations Associate
MVAR Media —Alexandria, VA
- $50,000 - $55,000 a year
- Weekends as needed
- Computer literacy
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Consultant
BGBx Consulting —Washington, DC
- $90,000 a year
- Hybrid work
- Microsoft Word
- Bachelor of Science
- Office
- Paid holidays
- Health insurance
Quick Apply

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
13 days ago

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
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

Quick Apply

Refine Your Search

associate client development jobs in alexandria, va

Client Services Associate

Real Estate Development Associate

Associate Director, Home Visiting

Records Associate

Resident Relations Associate (Residential)

Business Development Associate - Corporate

Associate

Associate Development Operations

Business Development Associate (Entry-Level)

Associate (Federal Consultant - Affordable Housing)

Client Services Associate

Client Service Associate

Client Support Associate

Business Development Associate

Retail Associate - Georgetown

Summer Associate - Corporate (DC)

Retail Associate - Tysons Corner

Sales Associate (Part-Time) - Old Town Alexandria

Media Operations Associate

Associate Consultant

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