Top 1063 Lead generation Jobs in Washington, Dc

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
11d
Regional Sales Manager East Coast (Remote)
GEHA —Washington, DC
- $81,755 - $103,425 a year
- Full-time
- Marketing
- 5 years
- Bachelor's degree
- AD&D insurance
- Disability insurance
Canvassing and Lead Generation Manager (Home Improvement)
Mars Restoration —Lanham, MD
- $90,000 - $100,000 a year
- Full-time
- Bilingual
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
12d
Field Marketing (Athlete and Sports-Minded Professionals Wanted)
Roof-ER —Rockville, MD
- $50,000 - $65,000 a year
- Full-time
- Sales
- No experience needed
- In-person
Quick Apply
[SKYZ US LLC] Staff – Washington, D.C.
SKYZ US LLC —Washington, DC
- $38,000 - $60,000 a year
- Full-time
- 5 years
- No experience needed
- Mid-level
- On-the-job training
Quick Apply
Business Developer (Lead Generation & Market Research) Entry Level
SOLITE GROUP INC —Springfield, VA
- $40,000 - $70,000 a year
- Full-time
- English
- Office
- Analysis skills
- Paid training
- Health insurance
Quick Apply
6d
Retail Lead Generation
Ameritech Construction —Silver Spring, MD
- $1,000 - $1,500 a week
- Urgently hiring
- No experience needed
- In-person
- Reliable transportation
- Paid training
- Health insurance
Quick Apply
Lead Generation Hiring ASAP
Ameritech Construction —Landover, MD
- $1,000 - $1,500 a week
- Urgently hiring
- No experience needed
- In-person
- Reliable transportation
- Paid training
- Health insurance
Quick Apply
Business Development Representative Lead (m/f/d)
Buynomics —Washington, DC
- $80,000 - $100,000 a year
- Remote
- Mid-level
- Commercial
Quick Apply
Call Center Agent
National Charity Services —Washington, DC
- From $20 an hour
- Part-time
- Spanish
- Microsoft Excel
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Federal Physical AI Business Development Lead
NVIDIA —Washington, DC
- $200,000 - $356,500 a year
- Full-time
- 5 years
- Bachelor's degree
- Machine learning
Lead generation manager
Electronic Team —Reston, VA
- Research
- Mid-level
- Office
- Health insurance
- Opportunities for advancement
Growth Strategy Lead
The Motley Fool —Washington, DC
- $165,000 - $180,000 a year
- Remote
- SQL
- Analysis skills
- Continuous improvement
- Paid parental leave
- Health insurance
9d
In-Store Appointment Setter
ARS-Rescue Rooter —Oxon Hill, MD
- $20 - $22 an hour
- Weekends as needed
- Background check
- Ability to walk for extended periods
- Residential
- Paid training
- Health savings account
Quick Apply
14d
Account Executive
BillionToOne —Washington, DC
- $136,869 - $248,269 a year
- Remote
- Hospital
- HIPAA
- Mid-level
- Paid parental leave
- Paid time off
Assistant Retail Manager
Smithsonian Institution —Washington, DC
- $50,000 - $55,000 a year
- Weekends as needed
- Background check
- Mid-level
- Microsoft Office
- Commuter assistance
- AD&D insurance
6d
Emerging Threats Portfolio Lead
BOOST LLC —Washington, DC
- $140,000 - $160,000 a year
- Hybrid work
- Senior level
- Leadership
- Public Health
Quick Apply
Team Lead Canvasser (Virginia Driver License REQ)
Prince William Home Improvement —Woodbridge, VA
- $19 - $25 an hour
- Full-time
- 5 years
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Realtor | Inbound Lead Division
The Haus Group —Laurel, MD
- Part-time
- Mid-level
- Real Estate License
Realtor | Inbound Lead Division
The Haus Group —Rockville, MD
- Part-time
- Mid-level
- Real Estate License

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Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
11 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

lead generation jobs in washington, dc

Client Services Associate

Regional Sales Manager East Coast (Remote)

Canvassing and Lead Generation Manager (Home Improvement)

Field Marketing (Athlete and Sports-Minded Professionals Wanted)

[SKYZ US LLC] Staff – Washington, D.C.

Business Developer (Lead Generation & Market Research) Entry Level

Retail Lead Generation

Lead Generation Hiring ASAP

Business Development Representative Lead (m/f/d)

Call Center Agent

Federal Physical AI Business Development Lead

Lead generation manager

Growth Strategy Lead

In-Store Appointment Setter

Account Executive

Assistant Retail Manager

Emerging Threats Portfolio Lead

Team Lead Canvasser (Virginia Driver License REQ)

Realtor | Inbound Lead Division

Realtor | Inbound Lead Division

I want to receive the latest job alert for lead generation in washington, dc

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