Top 678 Risk associate Jobs in Chantilly, 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
Warehouse Associate (Data Center)
ROCS —Leesburg, VA
- $18 - $22 an hour
- Overtime
- Background check
- Construction site
- Pass drug screening
- Paid training
- Wellness program
Quick Apply
8d
Warehouse Associate (Data Center Industry)
ROCS —Manassas, VA
- $18 - $25 an hour
- Overtime
- Background check
- Construction site
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
5d
Risk Associate
Aritzia —Tysons Corner, VA
- Part-time
- In-person
- 1 year
- Entry level
Associate Applications Analyst
George Mason University —Fairfax, VA
- Online Application
- Customer service
- Mid-level
- Windows
Associate / Lead Dentist - $10k Sign-On Bonus
Tend —Washington, DC
- $175,000 - $425,000 a year
- Email
- CPR Certification
- Dental office
- Management
- Wellness program
- Commuter assistance
Quick Apply
Associate Dentist PRN
Tend —Arlington, VA
- $900 - $1,000 a day
- Email
- CPR Certification
- Dental office
- BLS Certification
Quick Apply
Associate Dentist PRN
Tend —Fairfax, VA
- $900 - $1,000 a day
- Email
- CPR Certification
- Dental office
- BLS Certification
Quick Apply
Associate Attorney - Civil Defense Litigation
Orion Placement —Leesburg, VA
- $95,000 - $130,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Real Estate Associate Attorney
Orion Placement —Washington, DC
- $180,000 - $200,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
The Baldwin Group —Bethesda, MD
- From $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Associate Attorney - Personal Injury
Everforth —Fairfax, VA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
8d
Audit Senior Associate - Commercial Services
Crowe —Washington, DC
- $70,600 - $139,800 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply
Associate Attorney - Personal Injury
Everforth —Arlington, VA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
8d
Associate Industrial Security Rep/Contractor Special Security Officer
Leidos —Arlington, VA
- $65,650 - $118,675 a year
- Full-time
- Microsoft Excel
- 5 years
- Windows
Cost Estimator (Mid Level)
System One —Chantilly, VA
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Associate Director
System One —Virginia
- SQL
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Associate, Data Scientist - Model Risk Office
Capital One —McLean, VA
- Email
- Computer Science
- Research
- Mid-level
- Health insurance
2d
Associate Attorney
Everforth —Fairfax, VA
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
8d
Cost Segregation Senior Associate, Federal Tax Consulting Services
Crowe —Washington, DC
- $75,500 - $149,600 a year
- Full-time
- Hybrid work
- Engineering
- Mid-level
- US work authorization
Quick Apply
8d

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risk associate jobs near chantilly, va

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

risk associate jobs in chantilly, va

Client Service Associate I

Warehouse Associate (Data Center)

Warehouse Associate (Data Center Industry)

Risk Associate

Associate Applications Analyst

Associate / Lead Dentist - $10k Sign-On Bonus

Associate Dentist PRN

Associate Dentist PRN

Associate Attorney - Civil Defense Litigation

Real Estate Associate Attorney

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

Associate Attorney - Personal Injury

Audit Senior Associate - Commercial Services

Associate Attorney - Personal Injury

Associate Industrial Security Rep/Contractor Special Security Officer

Cost Estimator (Mid Level)

Associate Director

Senior Associate, Data Scientist - Model Risk Office

Associate Attorney

Cost Segregation Senior Associate, Federal Tax Consulting Services

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