Top 2444 Development associate Jobs in Vienna, 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
9d
Warehouse Associate (Data Center)
ROCS —Fairfax, VA
- $18 - $22 an hour
- Overtime
- Background check
- Construction site
- Pass drug screening
- Paid training
- Wellness program
Quick Apply
4d
Warehouse Associate (Data Center Industry)
ROCS —Manassas, VA
- $18 - $25 an hour
- Overtime
- Background check
- Construction site
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
1d
Retail Associate - Tysons Corner
Aritzia —Tysons Corner, VA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Research Associate
The Association for Manufacturing Technology —McLean, VA
- Full-time
- Microsoft Outlook
- Engineering
- Office
- Paid holidays
- Health insurance
9d
Sales Associate (Part-Time) - Tyson's Galleria
ALO —McLean, VA
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
11d
Business Development Associate - Corporate
Hanover Research —Arlington, VA
- From $50,000 a year
- Online Application
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
3h
Business Development Associate
HUMAN TOUCH LLC —McLean, VA
- $70,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Task Associate
Ulta Beauty, Inc. —Fairfax, VA
- $17 - $25 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
- Dental insurance
- Paid time off
Business Development Associate
TownCenter Partners —McLean, VA
- Writing skills
- Mid-level
- Analysis skills
Skillbridge Operations & Business Development Associate
Maximus —Tysons, VA
- Full-time
- Microsoft Outlook
- Customer service
- Business development
- Paid holidays
- Disability insurance
Counterterrorism Watchlist Analyst - Junior and Mid-Level Open
BAE Systems Inc. —McLean, VA
- $64,926 - $110,374 a year
- Extended hours
- Bachelor of Science
- Research
- Mid-level
- Health savings account
- Paid holidays
Store Associate
CVS Health —Falls Church, VA
- $15 - $22 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
3d
Branch Sales Associate
Carrier Enterprise —Herndon, VA
- Part-time
- Marketing
- Computer literacy
- Residential
- Health savings account
- Paid holidays
Quick Apply
Physician Assistant/Associate
Bluerock Care —Washington, DC
- $110,000 - $140,000 a year
- Part-time
- Primary Care
- Adults
- Mid-level
- COVID-19 protective measures
- Health insurance
Quick Apply
Associate Behavior Specialist
Ivymount —Potomac, MD
- From $42,360 a year
- Full-time
- School experience
- Classroom
- Working with individuals with developmental disabilities
- Health insurance
- Dental insurance
Quick Apply
Special Education Teacher/Associate Teacher
Ivymount —Rockville, MD
- $48,700 - $87,000 a year
- Full-time
- Classroom
- Teaching Certification
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Branch Sales Associate
Carrier Enterprise —Manassas, VA
- Part-time
- Marketing
- Computer literacy
- Residential
- Health savings account
- Paid holidays
Quick Apply
Litigation Associate Attorney (Mid-Level)
Orion Placement —Reston, VA
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
14d

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
9 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

development associate jobs in vienna, va

Client Services Associate

Warehouse Associate (Data Center)

Warehouse Associate (Data Center Industry)

Retail Associate - Tysons Corner

Research Associate

Sales Associate (Part-Time) - Tyson's Galleria

Business Development Associate - Corporate

Business Development Associate

Records Associate

Task Associate

Business Development Associate

Skillbridge Operations & Business Development Associate

Counterterrorism Watchlist Analyst - Junior and Mid-Level Open

Store Associate

Branch Sales Associate

Physician Assistant/Associate

Associate Behavior Specialist

Special Education Teacher/Associate Teacher

Branch Sales Associate

Litigation Associate Attorney (Mid-Level)

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