Top 508 Concierge Jobs in Mount Vernon 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
Agent
Pinkerton —Washington, DC
- $30 an hour
- Full-time
- Customer service
- Military
- Computer literacy
- Health savings account
- AD&D insurance
14d
Virtual Concierge, Inc. is Hiring – Apply for Concierge Roles Today!
Virtual Concierge, Inc —Washington, DC
- $17.95 - $19.00 an hour
- Part-time
- Residential
- Data entry
- In-person
Quick Apply
13d
Front Desk Staff - Concierge
FirstService Residential —Alexandria, VA
- $18.50 - $20.00 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Quick Apply
18h
Customer Experience Concierge, Centurion Lounge - DCA
American Express —Arlington, VA
- $20.00 - $26.75 an hour
- Weekends as needed
- Hybrid work
- Travel
- US work authorization
- Fair chance
- Paid parental leave
- Health insurance
7d
Concierge - FT
Belmont Bay —Woodbridge, VA
- Full-time
- 18 years or older
- English
- High school diploma or GED
- Dental insurance
- 401(k)
Quick Apply
1d
Full Time Concierge Floater | Northern Virginia
Planned Companies —Alexandria, VA
- $22.00 - $23.50 an hour
- Full-time
- Computer literacy
- Mid-level
- 3 years
- Dental insurance
- Vision insurance
Quick Apply
20h
Customer Service Concierge / Receptionist - Nestle - Arlington VA
Flik Hospitality Group —Arlington, VA
- $25 - $27 an hour
- Full-time
- Background check
- Microsoft Outlook
- Team management
- Commuter assistance
- Paid parental leave
Quick Apply
12d
Part-Time Concierge - The Sur
Greystar Real Estate Partners LLC —Arlington, VA
- $20.00 - $22.75 an hour
- Part-time
- Ability to walk for extended periods
- Office
- Travel
- Employee assistance program
- 401(k) matching
3h
Concierge
Barkan Management Company —Alexandria, VA
- $18.50 - $19.00 an hour
- Part-time
- Writing skills
- Residential
- Team management
- Disability insurance
- Health insurance
Quick Apply
Concierge - Conrad Washington DC
Hilton —Washington, DC
- $29.50 an hour
- Weekends as needed
- Hotel
- Marketing
- Entry level
- Paid parental leave
- Employee stock purchase plan
7d
Evening Concierge
Bozzuto —Alexandria, VA
- $23.08 - $24.04 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Residential
- Paid holidays
- Health insurance
Airport Lounge Concierge
Hyde Park Hospitality —Dulles, VA
- $21 an hour
- Weekends as needed
- Background check
- Bar
- Sales
- Disability insurance
- Health insurance
Quick Apply
4d
Weekend Daytime Concierge
Bozzuto —Falls Church, VA
- $23.08 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Residential
5d
Concierge
Brightview Senior Living, LLC —Fairfax, VA
- $18.00 - $20.75 an hour
- Part-time
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Concierge Full Time Saturday - Wednesday
GUARDIAN SECURITY SERVICES —Falls Church, VA
- $20 - $21 an hour
- Full-time
- Background check
- Mid-level
- Residential
Quick Apply
Guest Service Agent - Conrad Washington DC
Hilton —Washington, DC
- $29.50 an hour
- Full-time
- Hotel
- Entry level
- Paid parental leave
- Employee stock purchase plan
4d
Guest Service Agent - Hilton Alexandria Old Town
Hilton —Alexandria, VA
- $19 an hour
- Full-time
- Hotel
- Entry level
- Paid parental leave
- Employee stock purchase plan
Full-Time Evening Concierge | Arlington, VA
Planned Companies —Arlington, VA
- $21 an hour
- Full-time
- Mid-level
- 3 years
- Ability to lift 50 pounds
- Dental insurance
- Vision insurance
Quick Apply
14d
Human Resources Operations Coordinator
American Society of Clinical Oncology —Alexandria, VA
- $29.79 - $39.18 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
6d

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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

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