Top 6488 Senior client services 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
Senior Family Law Attorney
The Geller Law Group —Fairfax, VA
- $150,000 - $175,000 a year
- Full-time
- Hybrid work
- Background check
- 6 years
- Management
- Paid parental leave
- Disability insurance
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Senior Electrical Design Engineer (MEP)
Interface Engineering, Inc. —Washington, DC
- $102,431 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Bachelor's degree
- Commuter assistance
- Paid holidays
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Tax Manager (Public Accounting)
Rocha & Company, PC —Gaithersburg, MD
- $150,000 - $175,000 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Health insurance
- 401(k)
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Director, Mechanical Engineering, NA
Vantage Data Centers Management Company LLC —Sterling, VA
- $230,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Ability to climb stairs
- AD&D insurance
- Disability insurance
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9d
RN Home Health (FT)
Goodwin Living —Alexandria, VA
- $47 - $50 an hour
- Full-time
- CPR Certification
- Nursing
- RN License
- Loan repayment program
- Dental insurance
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Employee Benefits/ERISA Senior Paralegal
Cohen Milstein Sellers & Toll PLLC —Washington, DC
- $43.96 - $54.95 an hour
- Overtime
- Microsoft Excel
- 5 years
- Bachelor's degree
Backend Software Engineer Lead (US Citizen/Secret Clearance Required)
IvoryCloud —Rockville, MD
- $145,000 - $175,000 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- System design
- Health insurance
- Dental insurance
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8d
Foreman - HVAC
Shapiro & Duncan —Rockville, MD
- $32 - $55 an hour
- Weekends as needed
- Construction site
- English
- High school diploma or GED
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Senior Electrician - 3 or more years of experience
Attend Indoor —Falls Church, VA
- $35 - $45 an hour
- Full-time
- Background check
- English
- Mid-level
- Fuel card
- Health insurance
Quick Apply
6d
Licensed Practical Nurse
Kensington Senior Living, LLC —Kensington, MD
- $30 - $35 an hour
- Weekends as needed
- Nursing
- Microsoft Outlook
- English
- Health insurance
- Dental insurance
Quick Apply
Senior Corporate Attorney (Washington, D.C.)
SJKP, LLP —Washington, DC
- $100,000 - $200,000 a year
- Email
- 5 years
- Writing skills
- Office
- Paid time off
Quick Apply
Master Level Social Worker Bi-Lingual English/Spanish Must be licensed in Virginia
Central Union Mission —Arlington, VA
- $65,000 - $72,000 a year
- 8 hour shift
- Bilingual
- Background check
- Spanish
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney - Civil Defense Litigation
Orion Placement —Leesburg, VA
- $95,000 - $130,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Preneed Funeral Director
Envision Strategic Partners —Fairfax, VA
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Driver's License
- Criminal background check
- Flexible schedule
Quick Apply
Geotechnical Department Manager
Froehling and Robertson, Inc. —Sterling, VA
- Management
- Ability to walk for extended periods
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
Virginia Licensed Registered Nurse Supervisor (HomeCare)
CareBuilders at Home – Alexandria VA —Alexandria, VA
- $45 - $50 an hour
- Per diem
- Background check
- Nursing
- Current TB test
Quick Apply
Structural Project Manager - Single Family Residential
Ehlert Bryan —Vienna, VA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Background check
- Construction site
- 5 years
- Profit sharing
- Health savings account
Quick Apply
2d
Registered Nurse (RN)
Kensington Senior Living, LLC —Kensington, MD
- $40 - $45 an hour
- Weekends as needed
- Nursing
- Microsoft Outlook
- RN License
- Health insurance
- Dental insurance
Quick Apply
Business Development Representative (BDR)
Universal Title —Fairfax, VA
- $50,000 - $60,000 a year
- Full-time
- Customer service
- English
- Office
- Health insurance
- Dental insurance
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
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

senior client services jobs in reston va

Client Services Associate

Senior Family Law Attorney

Senior Electrical Design Engineer (MEP)

Tax Manager (Public Accounting)

Director, Mechanical Engineering, NA

RN Home Health (FT)

Employee Benefits/ERISA Senior Paralegal

Backend Software Engineer Lead (US Citizen/Secret Clearance Required)

Foreman - HVAC

Senior Electrician - 3 or more years of experience

Licensed Practical Nurse

Senior Corporate Attorney (Washington, D.C.)

Master Level Social Worker Bi-Lingual English/Spanish Must be licensed in Virginia

Associate Attorney - Civil Defense Litigation

Preneed Funeral Director

Geotechnical Department Manager

Virginia Licensed Registered Nurse Supervisor (HomeCare)

Structural Project Manager - Single Family Residential

Registered Nurse (RN)

Business Development Representative (BDR)

I want to receive the latest job alert for senior client services in reston va

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