Top 2346 Client advisor Jobs in Tysons 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
7d
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
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
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2d
Executive Assistant / Client Service Administrator
Lift Business Resources —Reston, VA
- $66,000 - $72,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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13d
Client Advisor - Tyson's Galleria
Christian Dior Couture —McLean, VA
- Full-time
- Merchandising
- Cleaning
- Entry level
Client Advisor, Full Time
FERRAGAMO USA INC —Tysons, VA
- $22 - $23 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
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14d
BOTTEGA VENETA Client Advisor, Tysons Galleria
Bottega Veneta —McLean, VA
- Full-time
- Maintenance
- Cleaning
- 1 year
SAINT LAURENT Client Advisor Tysons
Saint Laurent —McLean, VA
- $20 - $21 an hour
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Private Client Advisor
Trucordia —Fairfax, VA
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
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Expert Client Advisor, Hardsided
Louis Vuitton —McLean, VA
- Training & development
- Senior level
- Commercial
Expert Client Advisor, Exotics
Louis Vuitton —McLean, VA
- Training & development
- Senior level
- Commercial
Client Relationship Professional
Freddie Mac —McLean, VA
- $74,000 - $112,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Tax Manager – Tax Strategy (Flex Arrangements)
Ross & Moncure, Inc. —Alexandria, VA
- $100,000 - $150,000 a year
- Part-time
- Hybrid work
- CPA
- Research
- Bachelor's degree
- Health insurance
- Flextime
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Construction Counsel, North America Construction Operations Legal
Amazon.com Services LLC —Arlington, VA
- $153,900 - $208,200 a year
- Full-time
- 5 years
- Senior level
- Communication skills
- AD&D insurance
- Health insurance
1d
Credit Analyst
New Century Advisors, LLC —Chevy Chase, MD
- $85,000 - $100,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
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BCBA — Part-time ($5,000 sign-on bonus)
Centerbrite —Fairfax, VA
- $80 - $110 an hour
- Part-time
- Hybrid work
- Management
- Mid-level
- Children
- Continuing education credits
- Health insurance
Quick Apply
Residential Service Technician (3+ Yrs. Experience)
Mallick Mechanical Services —Gaithersburg, MD
- $30 - $42 an hour
- Overtime
- Clean driving record
- Customer service
- English
- Fuel card
- Paid holidays
Quick Apply
Senior Account Executive - Government Contractors and NetSuit
The Daston Corporation —Leesburg, VA
- $80,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- ERP systems
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
22h
Investment Associate
New Century Advisors, LLC —Chevy Chase, MD
- $55,000 - $65,000 a year
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near tysons va

Client Services Associate

Birks Financial Corp
Herndon, VA

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Job Details

Full-time
$55,000 - $85,000 a year
7 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

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Refine Your Search

client advisor jobs in tysons va

Client Services Associate

Client Service Associate I

Client Service Associate - Financial Services

Executive Assistant / Client Service Administrator

Client Advisor - Tyson's Galleria

Client Advisor, Full Time

BOTTEGA VENETA Client Advisor, Tysons Galleria

SAINT LAURENT Client Advisor Tysons

Private Client Advisor

Expert Client Advisor, Hardsided

Expert Client Advisor, Exotics

Client Relationship Professional

Tax Manager – Tax Strategy (Flex Arrangements)

Construction Counsel, North America Construction Operations Legal

Credit Analyst

BCBA — Part-time ($5,000 sign-on bonus)

Residential Service Technician (3+ Yrs. Experience)

Senior Account Executive - Government Contractors and NetSuit

Financial Advisor/Wealth Manager - D.C.

Investment Associate

I want to receive the latest job alert for client advisor in tysons va

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