Top 496 Licensing associate Jobs in Arlington, 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
Security Service Technician
Wittenbach Business Systems LLC —Alexandria, VA
- $22 - $50 an hour
- Full-time
- Clean driving record
- Writing skills
- Mid-level
- Paid training
- Health savings account
Quick Apply
Dental Hygienist
Costa Dentistry Great Falls —Great Falls, VA
- $60 - $70 an hour
- Full-time
- CPR Certification
- Dental office
- Patient care
- Health insurance
- Dental insurance
Quick Apply
Mammography Tech Trainee (ARRT required)
Community Radiology Associates —Silver Spring, MD
- $35 - $37 an hour
- Full-time
- BLS Certification
- Clinic
- In-person
- Health savings account
- Loan repayment program
Veterinarian - Ashburn, VA
Global Veterinary Careers —Ashburn, VA
- $127,000 - $180,000 a year
- Full-time
- Surgery
- Experience equivalent to degree accepted
- In-person
- Relocation assistance
- Health insurance
Quick Apply
Certified Nuclear Medicine Technologist (CNMT) PART-TIME
Montgomery Cardiology LLC —Rockville, MD
- $46.50 - $62.50 an hour
- Part-time
- Private practice
- BLS Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Mammography Tech Trainee (ARRT Required)
Community Radiology Associates —Clinton, MD
- $35 - $37 an hour
- Full-time
- BLS Certification
- Clinic
- In-person
- Health savings account
- Health insurance
Veterinarian – General Practice
National Veterinary Associates —Manassas, VA
- Email
- Mid-level
- Surgery
- Fair chance
- Health insurance
- Dental insurance
Direct Support Professional
CLUB ELITE DAY PROGRAM —Woodbridge, VA
- From $16 an hour
- Full-time
- 18 years or older
- CPR Certification
- OSHA
Quick Apply
3h
Mammography Tech Trainee (ARRT Required)
Community Radiology Associates —Germantown, MD
- $35 - $37 an hour
- Full-time
- BLS Certification
- Clinic
- In-person
- Health savings account
- Health insurance
Direct Support Professional
CLUB ELITE DAY PROGRAM —Woodbridge, VA
- From $16 an hour
- Part-time
- 18 years or older
- CPR Certification
- Working with individuals with disabilities
Quick Apply
3h
Practice Support Associate - Northeast Advisor Group
Thrivent —Washington, DC
- Contract
- Microsoft Excel
- Research
- Office
Quick Apply
Experienced Virginia Attorney - Litigation, Transactions, Govt. Contracts
Executive Law Partners —Fairfax, VA
- $85,000 - $130,000 a year
- Full-time
- Doctoral degree
- Writing skills
- Microsoft Office
- Disability insurance
- Health insurance
Quick Apply
Bilingual Insurance Agent (Spanish)
GEICO Local Office —Rockville, MD
- $60,000 - $130,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- Paid training
- Health insurance
Quick Apply
Home Health Registered Nurse RN
Pathwell Health —Fairfax, VA
- $75,000 - $110,000 a year
- Part-time
- Background check
- Spanish
- CPR Certification
- Mileage reimbursement
- Health insurance
Quick Apply
Early Childhood Assistant Teachers for Twos
Langley Children's Center —McLean, VA
- $53,000 - $57,000 a year
- Full-time
- Classroom
- 3 years
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Information Systems Manager
Amentum —McLean, VA
- $150,000 - $170,000 a year
- Full-time
- Computer science
- Computer Science
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
Lead Teacher
Children of America —Manassas, VA
- $17.50 - $20.50 an hour
- Full-time
- Classroom
- CPR Certification
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
14d
Assistant Teacher
The Appletree School —Fairfax, VA
- $14 - $18 an hour
- Full-time
- School experience
- Classroom
- CPR Certification
- 403(b) matching
- Health insurance
Quick Apply
11d
Emergency Veterinarian
Davis R. Hall, DVM, PLC —Annandale, VA
- $150,000 - $180,000 a year
- 12 hour shift
- Mid-level
- Medical-surgical
- ER
- Health insurance
- Dental insurance
Quick Apply

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Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

Apply Now

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

licensing associate jobs in arlington, va

Client Service Associate I

Security Service Technician

Dental Hygienist

Mammography Tech Trainee (ARRT required)

Veterinarian - Ashburn, VA

Certified Nuclear Medicine Technologist (CNMT) PART-TIME

Mammography Tech Trainee (ARRT Required)

Veterinarian – General Practice

Direct Support Professional

Mammography Tech Trainee (ARRT Required)

Direct Support Professional

Practice Support Associate - Northeast Advisor Group

Experienced Virginia Attorney - Litigation, Transactions, Govt. Contracts

Bilingual Insurance Agent (Spanish)

Home Health Registered Nurse RN

Early Childhood Assistant Teachers for Twos

Information Systems Manager

Lead Teacher

Assistant Teacher

Emergency Veterinarian

I want to receive the latest job alert for licensing associate in arlington, va

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