Top 164 Bsa analyst Jobs in Tysons Corner Va

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
BSA Analyst Senior
Intone Networks —Washington, DC
- Contract
- In-person
- Senior level
BSA-Master
Intone Networks —Washington, DC
- Contract
- Hybrid work
- Senior level
Senior BSA
Intone Networks —Washington, DC
- Contract
- In-person
- Senior level
Investigator Analyst Level II
Guidehouse Managed Services LLC —Washington, DC
- $59,000 - $98,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Bachelor's degree
- Health savings account
- Paid holidays
1d
Compliance Analyst
Burke & Herbert Bank & Trust —Alexandria, VA
- $30 - $35 an hour
- Full-time
- Writing skills
- Research
- Mid-level
Quick Apply
Supervisory Audit and Information Access Specialist
US Treasury, Financial Crimes Enforcement Network —Vienna, VA
- $143,913 - $187,093 a year
- Online Application
- Background check
- Pass drug screening
- Office
- Paid holidays
- Health insurance
Financial Investigations Data Analyst
Guidehouse —Washington, DC
- $113,000 - $188,000 a year
- Computer Science
- Mid-level
- Finance
- Health savings account
- Paid holidays
Commercial Deposit Support Specialist
M&T Bank —McLean, VA
- $30.16 - $50.26 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
9d
Compliance Business Lead - Investigation Oversight
Freddie Mac —McLean, VA
- $130,000 - $194,000 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
BSA/AML Compliance Analyst - EDD
Burke & Herbert Bank & Trust —Alexandria, VA
- $33 - $38 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Card Strategist III
STATE DEPARTMENT FEDERAL CREDIT UNION —Alexandria, VA
- Full-time
- Remote
- Microsoft Outlook
- Maintenance
- Research
- Paid holidays
- Health insurance
3d
Compliance Analyst
Apple Federal Credit Union —Fairfax, VA
- $63,000 - $79,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
23h
Senior Financial Intelligence Analyst (TS)
Koniag Government Services —Washington, DC
- $125,000 - $155,000 a year
- Full-time
- Analysis skills
- Senior level
- Leadership
- Paid holidays
- Health insurance
Floating Branch Member Service Representative
Northwest Federal Credit Union —McLean, VA
- $21.42 - $36.47 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Consumer Relationship Officer
Northwest Federal Credit Union —Herndon, VA
- $24.00 - $40.76 an hour
- Full-time
- Mid-level
- High school diploma or GED
- In-person
- Paid holidays
- Disability insurance
Branch Member Service Representative (Part-Time)
Northwest Federal Credit Union —Manassas, VA
- $19.15 - $32.53 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Financial Crime Audit & Testing Manager
Crowe —Washington, DC
- $97,600 - $199,700 a year
- Full-time
- 5 years
- Analysis skills
- Supervising experience
Quick Apply
14d
Compliance Tester III
Capital One —McLean, VA
- Email
- Office
- High school diploma or GED
- Bachelor's degree
- Health insurance
BSA/AML Compliance Analyst
Burke & Herbert Bank & Trust —Alexandria, VA
- $33 - $38 an hour
- Word processing
- Mid-level
- Office
Quick Apply

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bsa analyst jobs near tysons corner va

Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

Apply Now

Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

Apply Now

Refine Your Search

bsa analyst jobs in tysons corner va

Client Service Associate I

BSA Analyst Senior

BSA-Master

Senior BSA

Investigator Analyst Level II

Compliance Analyst

Supervisory Audit and Information Access Specialist

Financial Investigations Data Analyst

Commercial Deposit Support Specialist

Compliance Business Lead - Investigation Oversight

BSA/AML Compliance Analyst - EDD

Card Strategist III

Compliance Analyst

Senior Financial Intelligence Analyst (TS)

Floating Branch Member Service Representative

Consumer Relationship Officer

Branch Member Service Representative (Part-Time)

Financial Crime Audit & Testing Manager

Compliance Tester III

BSA/AML Compliance Analyst

I want to receive the latest job alert for bsa analyst in tysons corner va

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