Top 24307 Client processing associate Jobs in United States

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
8d
Clerical Associate (Prepping, Scanning and Processing Documents)
Trigyn —New York, NY
- Urgently hiring
- Office
- Organizational skills
- Entry level
2d
Private Client Associate
Perigon Wealth Management —Remote
- $70,000 - $90,000 a year
- Full-time
- Remote
- CRM software
- 5 years
- Research
- Health insurance
- Dental insurance
Quick Apply
9d
Order Processing / Operations Associate
CFS —Westport, CT
- $70,000 - $90,000 a year
- No experience needed
- Research
- Bachelor's degree
Global Processing Associate
ClaimFox, Inc. —Remote
- $18 an hour
- Full-time
- Remote
- HIPAA
- Microsoft Office
- Quality control
- Health insurance
- Dental insurance
Quick Apply
1d
Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Speech Language Pathologist, Physical Therapist, or Occupational Therapist
Associates In Pediatric Therapy LLC —Scottsburg, IN
- Part-time
- Doctoral degree
- Physical & Rehabilitation Medicine
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Speech Language Pathologist, Occupational Therapist, or Physical Therapist
Associates In Pediatric Therapy LLC —Louisville, KY
- Part-time
- Doctoral degree
- Physical & Rehabilitation Medicine
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
14d
Title Officer Associate -Minimum 3 Years Experience
NORTH IDAHO TITLE —Coeur d'Alene, ID
- $17.68 - $23.81 an hour
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Licensed Marriage and Family Therapist (LMFT)/Clinical Social Worker (LCSW)
Fields Comprehensive Youth Services Inc. —San Bernardino, CA
- From $28 an hour
- Full-time
- LMFT
- Spanish
- Clean driving record
Quick Apply
Patient Service Representative
(SDX) Scientia Diagnostics LLC —Lanoka Harbor, NJ
- $18 - $21 an hour
- Overtime
- Bilingual
- Clean driving record
- Microsoft Outlook
Quick Apply
Experienced Family Law Attorney
SCHANK FAMILY LAW —Pacific Grove, CA
- $130,000 - $180,000 a year
- Full-time
- Mid-level
- Analysis skills
- US work authorization
- Health insurance
- 401(k)
Quick Apply
City Attorney
City of Nixa —Nixa, MO
- $149,090 - $162,508 a year
- Full-time
- Background check
- Management
- Word processing
- Health savings account
- Health insurance
Quick Apply
Engineering Technician
Enerpac Tool Group —Antigo, WI
- From $26.59 an hour
- Full-time
- Oracle
- Microsoft Outlook
- Word processing
- Health savings account
- Health insurance
Quick Apply
8d
Victim Services Coordinator
Bois Forte Reservation Tribal Government —Nett Lake, MN
- From $19.11 an hour
- Full-time
- Inventory management
- Writing skills
- Adults
- Health insurance
- Dental insurance
2d
CNC Nesting Engineer Technician
JW Bell, LLC —Cedar Rapids, IA
- $20 - $30 an hour
- Full-time
- ERP systems
- Mid-level
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
13d
Speech Language Pathologist, Physical Therapist, or Occupational Therapist
Associates In Pediatric Therapy LLC —Louisville, KY
- Part-time
- Doctoral degree
- Physical & Rehabilitation Medicine
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Assistant Case Manager - Personal Injury
Rafii & Associates, P.C. —Beverly Hills, CA
- From $22 an hour
- Full-time
- Bilingual
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Licensed Therapist
COMMUNITY BEHAVIORAL HEALTH —Salinas, CA
- $104,000 - $134,000 a year
- 8 hour shift
- LMFT
- Spanish
- Word processing
- Health insurance
- Dental insurance
Quick Apply
Bilingual Sales Associate
Dolfintech —Abilene, TX
- $12.50 an hour
- Spanish
- Computer literacy
- Writing skills
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
8 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

client processing associate jobs in united states

Client Services Associate

Clerical Associate (Prepping, Scanning and Processing Documents)

Private Client Associate

Order Processing / Operations Associate

Global Processing Associate

Commercial Banking Specialist

Speech Language Pathologist, Physical Therapist, or Occupational Therapist

Speech Language Pathologist, Occupational Therapist, or Physical Therapist

Title Officer Associate -Minimum 3 Years Experience

Licensed Marriage and Family Therapist (LMFT)/Clinical Social Worker (LCSW)

Patient Service Representative

Experienced Family Law Attorney

City Attorney

Engineering Technician

Victim Services Coordinator

CNC Nesting Engineer Technician

Speech Language Pathologist, Physical Therapist, or Occupational Therapist

Assistant Case Manager - Personal Injury

Licensed Therapist

Bilingual Sales Associate

I want to receive the latest job alert for client processing associate in united states

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