Top 24301 Client services 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
10d
Peer Support Specialist
The Montgomery County Coalition for the Homeless —Rockville, MD
- $21.63 - $24.03 an hour
- Computer literacy
- Mid-level
- High school diploma or GED
Quick Apply
8d
Sales Development Representative
LevelSouth —Washington, DC
- $900 - $1,600 a week
- Full-time
- Background check
- Hospitality
- 18 years or older
- Paid training
- Employee discount
Quick Apply
Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
The Baldwin Group —Bethesda, MD
- From $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Coordinator of Community Services
Optimal Health Care Inc —Waldorf, MD
- $28 - $29 an hour
- Weekends as needed
- Hybrid work
- CPR Certification
- HIPAA
- Mid-level
- Mileage reimbursement
- AD&D insurance
Quick Apply
9d
Office Services Associate
Forrest Solutions LLC —Washington, DC
- $25 - $26 an hour
- Full-time
- Hospitality
- Microsoft Excel
- Microsoft Outlook
Quick Apply
8d
Reservation Agent - Monday to Friday, No Weekends!
Guest Services, Inc. —Washington, DC
- $23 an hour
- Full-time
- 18 years or older
- Microsoft Outlook
- Computer literacy
3d
Client Services Associate
DSPolitical —Washington, DC
- $50,000 a year
- Full-time
- Background check
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Loan repayment program
Quick Apply
Customer Service Associate Representative - Cigna Healthcare - Remote
The Cigna Group —Washington, DC
- $17.75 - $19.00 an hour
- Online Application
- Remote
- Basic math
- Research
- Windows
- Paid holidays
- Health insurance
4d
Client Support Associate
Z S Connections MD —Lanham, MD
- $3,600 - $4,600 a month
- Full-time
- Background check
- Computer literacy
- High school diploma or GED
Quick Apply
3d
Receptionist
Rapport —Washington, DC
- $27 - $29 an hour
- Full-time
- Background check
- Office
- In-person
- Commuter assistance
- Paid parental leave
Quick Apply
2d
Client Relationship Specialist - Washington DC - City Center
Charles Schwab —Washington, DC
- $29.38 - $42.07 an hour
- Office
- Financial services
- 1 year
- Paid parental leave
- Employee stock purchase plan
8d
Lobby Host (Front Desk Agent) - Arlo Hotels
Arlo DC —Washington, DC
- $23 an hour
- Full-time
- Inventory management
- Hotel
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Records Associate
Forrest Solutions LLC —Washington, DC
- $30 an hour
- Full-time
- Office
- Administrative experience
- Continuous improvement
Quick Apply
Client Success Representative (Remote)
Demand.com —Washington, DC
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Services Team Assistant
B.F. Saul Company —Bethesda, MD
- $60,000 - $80,000 a year
- Full-time
- Office
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
Quick Apply
Receptionist
Arnold & Porter —Washington, DC
- $54,480 - $65,000 a year
- Monday to Friday
- Mid-level
- Windows
- High school diploma or GED
9d
Part-Time Resident Services Coordinator
William C Smith & Co Inc —Washington, DC
- $20 - $22 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- Residential
- Free parking
Quick Apply
Client Advocate I (Meritain Health)
CVS Health —Washington, DC
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
2d
Part Time/On Call Lobby Host
Arlo DC —Washington, DC
- $23 an hour
- Part-time
- Inventory management
- Hotel
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
10d

I want to receive the latest job alert for client services in washington dc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services jobs near washington dc

Client Associate jobs in Bethesda, MD

Client Services Associate jobs in Washington, DC

Front Desk Agent jobs in Washington, DC

Support Specialist jobs in Rockville, MD

Receptionist jobs in Washington, DC

Service Coordinator jobs in Washington, DC

Office Assistant jobs in Washington, DC

Host Hostess jobs in Washington, DC

Customer Service Representative jobs in Washington, DC

Sales Representative jobs in Washington, DC

Reservation Agent jobs in Washington, DC

Client Advocate jobs in Washington, DC

Client Associate jobs in Manhattan Beach, CA

Client Services Associate jobs in Remote

Remote Clinical Research Associate jobs in Boston, MA

Client Associate jobs in Coppell, TX

Client Associate jobs in Glastonbury, CT

Client Associate jobs in Naples, FL

Associate Of Science Degree jobs in Fort Worth, TX

Human Services jobs in Los Angeles, CA

Client Services Associate

Birks Financial Corp
Herndon, VA

Quick Apply

Job Details

Full-time
$55,000 - $85,000 a year
10 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 services jobs in washington dc

Client Services Associate

Peer Support Specialist

Sales Development Representative

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

Coordinator of Community Services

Office Services Associate

Reservation Agent - Monday to Friday, No Weekends!

Client Services Associate

Customer Service Associate Representative - Cigna Healthcare - Remote

Client Support Associate

Receptionist

Client Relationship Specialist - Washington DC - City Center

Lobby Host (Front Desk Agent) - Arlo Hotels

Records Associate

Client Success Representative (Remote)

Client Services Team Assistant

Receptionist

Part-Time Resident Services Coordinator

Client Advocate I (Meritain Health)

Part Time/On Call Lobby Host

I want to receive the latest job alert for client services in washington dc

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected