Top 1097 Microsoft crm 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
10d
Director of User Technology & Application Support
WRIGHT PATMAN CONGRESSIONAL FED CREDIT UNION —Oakton, VA
- Extended hours
- Hybrid work
- Office
- 8 years
- Bachelor's degree
- Disability insurance
- Health insurance
Operations Specialist
Backyard Products, LLC —Ashburn, VA
- $20 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Health savings account
- Health insurance
Construction Administrative Assistant
NV ROOFING —Sterling, VA
- $20 - $24 an hour
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Sr. IT CRM Developer
MyEyeDr. —Vienna, VA
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Computer Science
- HIPAA
- Office
- Paid holidays
- Health insurance
Microsoft Dynamics Consultant
TECHNOMILE LLC —McLean, VA
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Quick Apply
CRM Campaign Manager
First American Home Warranty —Washington, DC
- $97,700 - $130,300 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Analysis skills
- Employee stock purchase plan
- Health insurance
Quick Apply
12d
Business Development - Commercial Security and Fire Alarm
Sight and Sound Systems, Inc. —Sterling, VA
- $75,000 - $85,000 a year
- Full-time
- Background check
- Clean driving record
- Marketing
- Health insurance
- Dental insurance
Quick Apply
3d
ISP/OSP Business Development Manager
Hylan —Sterling, VA
- $100,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Federal Civilian Account Executive
DH Technologies LLC —Leesburg, VA
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Sales Representative
Stuart Dean Company, Inc. —Falls Church, VA
- $75,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Director of Technology
Pillar Construction Inc. —Alexandria, VA
- Computer science
- Computer Science
- Office
Quick Apply
9d
Occupational Health RN Program Manager
STG International, Inc. —Rockville, MD
- From $45 an hour
- Nursing
- Microsoft Excel
- RN License
- Health insurance
- Dental insurance
Quick Apply
Bathroom Remodeling Installers
Re-Bath Northern Virginia —Sterling, VA
- $25 - $35 a week
- Full-time
- Construction site
- Mid-level
- High school diploma or GED
- Health insurance
- Opportunities for advancement
Quick Apply
Senior Territory Account Manager
Biocon Biologics Limited —Washington, DC
- $140,000 - $160,000 a year
- Weekends as needed
- Background check
- 7 years
- Hospital
- Travel reimbursement
- Disability insurance
Quick Apply
Outside Business Development Representative
JK Moving Services —Sterling, VA
- $72,000 - $80,000 a year
- Full-time
- Background check
- Marketing
- Research
- Paid training
- Health insurance
Quick Apply
Outside Operations Specialist
Cardinal Recruiting LLC —Gainesville, VA
- $18 - $20 an hour
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Microsoft Office
Quick Apply
Account Executive - MEP
Kodiak Labor Solutions —Chantilly, VA
- $90,000 - $100,000 a year
- Full-time
- Customer service
- Mid-level
- Business development
- Fuel card
- Health savings account
Quick Apply
Account Executive
ColonialWebb —Chantilly, VA
- $90,000 - $100,000 a year
- Full-time
- Customer service
- Military
- Mid-level
- Fuel card
- Paid holidays
12d
Director of Partner Relations
Financial Managers Society, Inc. —McLean, VA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Marketing
- 5 years
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
11d

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
10 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

microsoft crm jobs in reston, va

Client Services Associate

Director of User Technology & Application Support

Operations Specialist

Construction Administrative Assistant

Sr. IT CRM Developer

Microsoft Dynamics Consultant

CRM Campaign Manager

Business Development - Commercial Security and Fire Alarm

ISP/OSP Business Development Manager

Federal Civilian Account Executive

Sales Representative

Director of Technology

Occupational Health RN Program Manager

Bathroom Remodeling Installers

Senior Territory Account Manager

Outside Business Development Representative

Outside Operations Specialist

Account Executive - MEP

Account Executive

Director of Partner Relations

I want to receive the latest job alert for microsoft crm in reston, va

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