Top 870 Associate client development Jobs in Mclean, 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
12d
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
15h
Associate Financial Advisor
Brown Miller Wealth Management —McLean, VA
- $90,000 - $110,000 a year
- Data analysis skills
- Mid-level
- Finance
- Profit sharing
- Paid holidays
Quick Apply
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Business Development Associate
TownCenter Partners —McLean, VA
- Writing skills
- Mid-level
- Analysis skills
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
Quick Apply
3d
Retail Associate - Tysons Corner
Aritzia —Tysons Corner, VA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Business Development Associate
HUMAN TOUCH LLC —McLean, VA
- $70,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
Sales Associate (Part-Time) - Tyson's Galleria
ALO —McLean, VA
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
14d
Research Associate
The Association for Manufacturing Technology —McLean, VA
- Full-time
- Microsoft Outlook
- Engineering
- Office
- Paid holidays
- Health insurance
13d
Business Development Associate (Entry-Level)
DAn Solutions —Arlington, VA
- Full-time
- Office
- Business development
- In-person
- Opportunities for advancement
Quick Apply
Skillbridge Operations & Business Development Associate
Maximus —Tysons, VA
- Full-time
- Microsoft Outlook
- Customer service
- Business development
- Paid holidays
- Disability insurance
Associate
Technomics —Arlington, VA
- Entry level
Quick Apply
Client Service Associate - Financial Services
YTS Wealth Management, LLC —Tysons, VA
- $60,000 - $65,000 a year
- Weekends as needed
- Background check
- Customer service
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
7d
Client Service Associate
B.F. Saul Company —Bethesda, MD
- $60,000 - $80,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Associate Immigration Attorney
Law Office Of Conrad Bayelle & Associates, LLC —Silver Spring, MD
- $90,000 - $115,000 a year
- Full-time
- Microsoft Word
- Spanish
- Customer service
- Health insurance
- Employee assistance program
Quick Apply
Associate Veterinarian in , Arlington, VA
Global Veterinary Careers —Arlington, VA
- $120,000 - $180,000 a year
- Full-time
- Residential
- Surgery
- In-person
- Continuing education credits
- Relocation assistance
Quick Apply
Litigation Associate Attorney (Mid-Level)
Orion Placement —Fairfax, VA
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
22h
Senior Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Litigation Associate Attorney (Mid-Level)
Orion Placement —Reston, VA
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
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
12 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 mclean, va

Client Services Associate

Associate (Federal Consultant - Affordable Housing)

Associate Financial Advisor

Records Associate

Business Development Associate

Business Development Associate - Corporate

Retail Associate - Tysons Corner

Business Development Associate

Sales Associate (Part-Time) - Tyson's Galleria

Research Associate

Business Development Associate (Entry-Level)

Skillbridge Operations & Business Development Associate

Associate

Client Service Associate - Financial Services

Client Service Associate

Associate Immigration Attorney

Associate Veterinarian in , Arlington, VA

Litigation Associate Attorney (Mid-Level)

Senior Associate

Litigation Associate Attorney (Mid-Level)

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