Top 4702 Member associate support Jobs in Reston, 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
11d
Medical Receptionist
Northern Virginia Pediatric Associates, PC —Falls Church, VA
- From $18 an hour
- 8 hour shift
- Bilingual
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Sales/Customer Service Associate
Massage Envy - Herndon/Reston —Herndon, VA
- $14 - $16 an hour
- 8 hour shift
- Sales
- Customer service
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
Seasonal Cafe Attendant
Glenstone Museum —Potomac, MD
- $21.60 an hour
- Extended hours
- ServSafe
- Ability to lift 50 pounds
- Driver's License
- 401(k)
- 401(k) matching
Multifunctional Sales Associate
WTC for Mango US —McLean, VA
- $17.50 an hour
- Part-time
- Sales
- Merchandising
- Mentoring
- Commuter assistance
- 401(k)
Quick Apply
5d
Unit Support Associate
Children's National Hospital —Washington, DC
- $17.50 - $32.69 an hour
- Full-time
- Customer service
- Computer literacy
- BLS Certification
- Commuter assistance
- AD&D insurance
13d
Unit Support Associate/Patient Sitter - ED
Children's National Hospital —Washington, DC
- $17.50 - $32.69 an hour
- Full-time
- Customer service
- Computer literacy
- BLS Certification
- Commuter assistance
- AD&D insurance
13d
Retail Customer Service Associate
FedEx Office —Herndon, VA
- $19.70 - $23.17 an hour
- Full-time
- Maintenance
- High school diploma or GED
- Project management
- Health insurance
- Dental insurance
10d
Front Desk Associate
Onelife —Falls Church, VA
- Part-time
- CPR Certification
- Computer skills
- Communication skills
- Health insurance
- Dental insurance
5d
Retail Sales Associate
Ollies Bargain Outlet, Inc. —Sterling, VA
- $13.02 - $14.02 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Employee discount
- Flexible schedule
Quick Apply
Retail Sales Associate – Part Time
AutoZone —Herndon, VA
- Overtime
- ASE Certification
- Spanish
- English
- Store discount
- Employee stock purchase plan
PT Night Crew Clerk - Grocery
Giant Food —Reston, VA
- $16.25 - $19.50 an hour
- Part-time
- Customer service
- Merchandising
- High school diploma or GED
- Health insurance
- 401(k)
Unit Support Associate/Patient Sitter - Neurosciences Unit
Children's National Hospital —Washington, DC
- $17.50 - $32.69 an hour
- Full-time
- Customer service
- Computer literacy
- BLS Certification
- Commuter assistance
- AD&D insurance
13d
Seasonal Sales Associate - Cotton On Tysons Corner
Cotton On —Tysons Corner, VA
- $18.50 an hour
- Part-time
- 18 years or older
- Merchandising
- Ability to lift 50 pounds
Quick Apply
Patient Service/Front Desk Coordinator Part Time
MyEyeDr. —Herndon, VA
- $15.00 - $21.80 an hour
- Part-time
- Administrative experience
- Computer skills
- Communication skills
8d
Unit Support Associate/Patient Sitter | 7East
Children's National Hospital —Washington, DC
- $17.50 - $32.69 an hour
- Part-time
- Customer service
- Computer literacy
- BLS Certification
- Commuter assistance
- AD&D insurance
13d
Registered Nurse (RN) NICU (Level IV)
Inova Health —Falls Church, VA
- $38 - $61 an hour
- Weekends as needed
- Background check
- Nursing
- RN License
- Wellness program
- Paid parental leave
Quick Apply
Registered Nurse (RN) STICU
Inova Health System —Leesburg, VA
- $36.75 - $62.00 an hour
- 12 hour shift
- Nursing
- Surgery
- RN License
- Wellness program
- Paid parental leave
Quick Apply
Registered Nurse (RN) STICU
Inova Health System —Leesburg, VA
- $36.75 - $62.00 an hour
- 12 hour shift
- Nursing
- Surgery
- RN License
- Wellness program
- Paid parental leave
Quick Apply
Dental Hygienist
Costa Dentistry Great Falls —Great Falls, VA
- $60 - $70 an hour
- Full-time
- CPR Certification
- Dental office
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for member associate support in reston, va

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

member associate support jobs near reston, va

Customer Service Representative jobs in Herndon, VA

Retail Sales Associate jobs in Sterling, VA

Medical Receptionist jobs in Falls Church, VA

Registered Nurse jobs in Leesburg, VA

Patient Sitter jobs in Washington, DC

Sales Associate jobs in McLean, VA

Support Associate jobs in Washington, DC

Customer Service Representative jobs in Edinburg, TX

Customer Service jobs in Baton Rouge, LA

Customer Service Representative jobs in Kentucky

Veterans Service Officer jobs in Houston, TX

Customer Service Representative jobs in Nashville, TN

Part Time Customer Service jobs in Chicago, IL

Remote Customer Service jobs in West Virginia

Customer Service Representative jobs in Wilmington, DE

Associate Attorney jobs in New York, NY

Retail Management jobs in New York, NY

Retail Sales Associate jobs in New Haven, CT

Pharmaceutical Sales jobs in Atlanta, GA

Retail jobs in Gloucester County, NJ

Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
11 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

member associate support jobs in reston, va

Client Services Associate

Medical Receptionist

Sales/Customer Service Associate

Seasonal Cafe Attendant

Multifunctional Sales Associate

Unit Support Associate

Unit Support Associate/Patient Sitter - ED

Retail Customer Service Associate

Front Desk Associate

Retail Sales Associate

Retail Sales Associate – Part Time

PT Night Crew Clerk - Grocery

Unit Support Associate/Patient Sitter - Neurosciences Unit

Seasonal Sales Associate - Cotton On Tysons Corner

Patient Service/Front Desk Coordinator Part Time

Unit Support Associate/Patient Sitter | 7East

Registered Nurse (RN) NICU (Level IV)

Registered Nurse (RN) STICU

Registered Nurse (RN) STICU

Dental Hygienist

I want to receive the latest job alert for member associate support in reston, va

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected