Top 2284 Client advisor 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
10d
Automotive Service Advisor
Jaguar Land Rover Tysons Corner —Vienna, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
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Leasing Advisor
QUASAR —Washington, DC
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Real Estate License
- Driver's License
- Paid parental leave
- Health insurance
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Financial Advisor - Career Changers Encouraged to Apply - Training Provided
Northwestern Mutual —Arlington, VA
- $52,000 - $148,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
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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
Client Advisor - Tyson's Galleria
Christian Dior Couture —McLean, VA
- Full-time
- Merchandising
- Cleaning
- Entry level
Client Advisor, Full Time
FERRAGAMO USA INC —Tysons, VA
- $22 - $23 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
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Client Advisor - Pentagon
Bucherer USA —Arlington, VA
- Merchandising
- Bachelor's degree
- Cleaning
Quick Apply
5d
BOTTEGA VENETA Client Advisor, Tysons Galleria
Bottega Veneta —McLean, VA
- Full-time
- Maintenance
- Cleaning
- 1 year
SAINT LAURENT Client Advisor Tysons
Saint Laurent —McLean, VA
- $20 - $21 an hour
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Private Client Advisor
Trucordia —Fairfax, VA
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
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Associate Client Advisor
Brown Advisory —Washington, DC
- $90,000 - $135,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Wellness program
- Paid parental leave
Private Client Relationship Advisor
Brown Advisory —Washington, DC
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
Client Service Associate
Shore United Bank —Waldorf, MD
- $23 - $30 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Paid parental leave
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Financial Advisor - Montgomery, Frederick and Washington County MD
Thrivent —Waldorf, MD
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Investment Financier / Corporate Bond Specialist
Integrity One Insurance LLC —Bowie, MD
- $68,829.47 - $82,891.40 a year
- Full-time
- Mid-level
- Office
- In-person
- Opportunities for advancement
Quick Apply
3d
Director, Mechanical Engineering, NA
Vantage Data Centers Management Company LLC —Sterling, VA
- $230,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Ability to climb stairs
- AD&D insurance
- Disability insurance
Quick Apply
10d
External Mortgage Relationship Manager - This is a fully commissioned self sourced position.
WRIGHT PATMAN CONGRESSIONAL FED CREDIT UNION —Oakton, VA
- Full-time
- Mid-level
- Office
- Residential
Wealth Advisor
Cloud Data Vision —McLean, VA
- $140,000 - $165,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
4d

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client advisor jobs near alexandria va

Client Services Associate

Birks Financial Corp
Herndon, VA

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Job Details

Full-time
$55,000 - $85,000 a year
10 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

client advisor jobs in alexandria va

Client Services Associate

Automotive Service Advisor

Leasing Advisor

Financial Advisor - Career Changers Encouraged to Apply - Training Provided

Client Service Associate I

Client Advisor - Tyson's Galleria

Client Advisor, Full Time

Client Advisor - Pentagon

BOTTEGA VENETA Client Advisor, Tysons Galleria

SAINT LAURENT Client Advisor Tysons

Private Client Advisor

Associate Client Advisor

Private Client Relationship Advisor

Client Service Associate

Financial Advisor - Montgomery, Frederick and Washington County MD

Investment Financier / Corporate Bond Specialist

Director, Mechanical Engineering, NA

External Mortgage Relationship Manager - This is a fully commissioned self sourced position.

Wealth Advisor

Financial Advisor/Wealth Manager - D.C.

I want to receive the latest job alert for client advisor in alexandria va

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