Top 1102 Customer service representative Jobs in Pentagon Dc

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
Non-Technical Support Specialist II
Association of American Medical Colleges —Washington, DC
- $65,280 - $76,800 a year
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
- Paid parental leave
- Paid holidays
10d
Customer Service Representative — Growth-Minded Home Service Company.
Rooftop Chimney Sweeps LLC —Alexandria, VA
- Full-time
- Customer service
- Computer literacy
- Administrative experience
Quick Apply
10d
Customer Service
TTM Technologies —Sterling, VA
- $49,753 - $78,642 a year
- Full-time
- Oracle
- Word processing
- Mid-level
- Health savings account
- Paid holidays
Online Chat support
Qureos Inc —Washington, DC
- $25 - $34 an hour
- Full-time
- Computer literacy
- Typing
- Communication skills
10d
Communications Center Customer Service Rep
MedStar Health —Washington, DC
- $22.21 - $33.79 an hour
- Overnight shift
- Hospital
- Basic math
- High school diploma or GED
2d
Admin I Customer Care Representative
Ahold Delhaize USA —Hyattsville, MD
- $19.00 - $32.77 an hour
- Full-time
- Hybrid work
- Writing skills
- Merchandising
- High school diploma or GED
Call Center Agent
Qureos Inc —Washington, DC
- $25 - $45 an hour
- Full-time
- High school diploma or GED
- Business
- Communication skills
6d
Live Chat Support Agent
Qureos Inc —Washington, DC
- $25 - $35 an hour
- Full-time
- English
- Typing
- Communication skills
10d
Part Time Customer Care Representative (West Coast Preferred)
Shopventory Inc., DBA Thrive —Washington, DC
- $23 - $25 an hour
- Part-time
- Remote
- Spanish
- Writing skills
- Restaurant experience
- Work from home
Quick Apply
Customer Service Representative at F1rst Residences
JBG SMITH —Washington, DC
- $22 - $24 an hour
- Full-time
- Residential
- Apartments
- Computer skills
- Professional development assistance
- Opportunities for advancement
Client Success Representative (Remote)
Demand.com —Washington, DC
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Service Representative
EagleBank —Washington, DC
- $23.24 - $33.01 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Health savings account
- 401(k) 4% Match
Seasonal Customer Support Representative
Great Minds —Washington, DC
- $21.50 - $23.00 an hour
- Temporary
- Remote
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Call Center Operator - All Shifts
AFCO LLC —Bethesda, MD
- $23 an hour
- Night shift
- Writing skills
- Administrative experience
- High school diploma or GED
Quick Apply
Customer Care Representatives (Call Center)
Johns Hopkins Medical Management Corporation —Hanover, MD
- $22 an hour
- Temporary
- Writing skills
- Research
- High school diploma or GED
Quick Apply
9d
Member Service Representative - Contact Center
United States Senate Federal Credit Union —Alexandria, VA
- $47,772.01 - $71,658.01 a year
- Full-time
- Microsoft Word
- High school diploma or GED
- Bachelor's degree
- Free parking
- Health insurance
Quick Apply
7d
Patient Contact Center Representative (Remote)
Mosaic Pharmacy —Sterling, VA
- $18 - $20 an hour
- Full-time
- Remote
- Background check
- Spanish
- Microsoft Outlook
- Health savings account
- AD&D insurance
Quick Apply
Customer Care Representative - WFH Washington DC
Medical Transportation Management (MTM, Inc.) —Washington, DC
- $18.40 an hour
- Full-time
- Remote
- Computer literacy
- Typing
- Entry level
- Wellness program
- Continuing education credits
Quick Apply
3d
Customer Care Specialist
Serenity Mental Health Centers —Bethesda, MD
- $25 - $30 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Paid training
- Paid holidays
Quick Apply

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Client Service Associate - Financial Services

YTS Wealth Management, LLC -
Tysons, VA

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year

Benefits

Travel reimbursement
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial sales
Series 6
Customer service
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Financial services
Series 65
Series 63

Full Job Description

Employer Description

Join a Rapidly Growing National Wealth Management Firm

YTS Wealth Management offers a modern, team-driven, and family-oriented environment built on collaboration, professionalism, and a solution-focused mindset.

Since 2019, YTS has grown from $85 million in assets under management with four employees to more than $1.7 billion in AUM supported by 50+ professionals nationwide. Our continued expansion is driven by strong leadership, exceptional client service, and a commitment to developing our people.

Key Responsibilities:

Manage document handling through scanning, emailing, faxing, and e-filing.
Perform data entry with accuracy and attention to detail.
Facilitate the opening of new accounts and associated processes.
Process and address account service requests promptly and efficiently.
Answer client phone calls and provide professional support as needed.
Utilize Microsoft Office Suite, Wealthbox CRM, and Monday.com for daily tasks and project management.
Travel periodically to new office locations to support development initiatives.
Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
Complete additional tasks and projects as assigned.

Essential Skills for Success:

Represent our core values.
Strong ability to multitask in a dynamic environment.
Exceptional communication skills, both verbal and written.
Effective time management to ensure deadlines are met.
Self-motivated with a proactive approach to tasks.
Uphold professionalism and a consistently positive attitude.
Collaborative team player with strong interpersonal skills.
Quick-thinking and resourceful in solving problems.

Growth Opportunities:

Engage in our community outreach events for networking and charities.
Build relationships through direct client and advisor interactions.
Work independently or collaborate with teams on a variety of projects.
Access paid and reimbursed continuing education opportunities.
Enjoy uncapped earning potential and career advancement.

Starting salary ranges from $60,000 - $65,000 per year. Relevant experience includes:

Working with data entry, numbers, sensitive and confidential information
Having relevant office experience
Directly working in the financial services industry
Experience working with our Broker Dealer, LPL Financial
Education in finance, having financial certifications, and/or securities licenses

Benefits:

9 Full paid holidays (if falling during Mon-Fri)
Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Reimbursed travel expenses
10 days of Paid Time Off
401(k) dollar for dollar match up to 4%
Maternity and Paternity leave
Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

New Year's Day
Good Friday
Memorial Day
Independence Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

Monday to Friday
Daylight shift
Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

Education:

Bachelor's (Required)

Experience:

Customer service: 2 years (Required)

Ability to Relocate:

8260 Greensboro Drive, Tysons, VA 22102: Relocate before starting work (Required)
Relocation expenses are not reimbursed
Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.

Legal & Compliance Disclosures

Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

401(k)
Health insurance
Life insurance

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 6 (Preferred)
Series 63 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

customer service representative jobs in pentagon dc

Client Service Associate - Financial Services

Non-Technical Support Specialist II

Customer Service Representative — Growth-Minded Home Service Company.

Customer Service

Online Chat support

Communications Center Customer Service Rep

Admin I Customer Care Representative

Call Center Agent

Live Chat Support Agent

Part Time Customer Care Representative (West Coast Preferred)

Customer Service Representative at F1rst Residences

Client Success Representative (Remote)

Customer Service Representative

Seasonal Customer Support Representative

Call Center Operator - All Shifts

Customer Care Representatives (Call Center)

Member Service Representative - Contact Center

Patient Contact Center Representative (Remote)

Customer Care Representative - WFH Washington DC

Customer Care Specialist

I want to receive the latest job alert for customer service representative in pentagon dc

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