Client Service Associate - Fairfax
2 weeks ago

Job summary
We believe that every dollar saved represents a lifetime of hard work and aspirations,and every dollar invested has job to do for our clients.
We are committed to managing our clients' investments by truly understanding them as people first
and then delivering advice, strategies and solutions to help them feel confident about the plans they are making,
whether for today,tomorrow or in the great unknown future.
- Cordinate client meetings
- Maintain risk awareness and compliance;
- Able to adapt changes in the work environment;
- Bachelor's degree or equivalent experience preferred;
- Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred;
- Able to adapt changes in the work environment,
Job description
Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.Get full accessAccess all high-level positions and get the job of your dreams.
Similar jobs
Client Service Associate
4 days ago
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. · ...
Client Service Associate
4 days ago
We are seeking a Client Service Associate to help us deliver exceptional results and join our team. Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and admin ...
Client Service Associate
1 month ago
+ Job summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks. + Qualifications: Bachelor's degree in financial planning or related field preferred. + Responsibilities: Frequent custodian interaction & paperw ...
Client Service Associate
1 month ago
A Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. · Preferred 4-Year Bachelor's Degree and 2-4 years of administrative experience · ...
Customer Service Associate
1 month ago
The job is for customer service associates who will be responsible for answering member and provider inquiries about product information benefits claims resolution eligibility and billing questions in a call center environment. · This role requires experience with Microsoft Offic ...
Client Services Associate
3 weeks ago
The Client Services Associate is responsible for delivering 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 cli ...
Client Services Associate/Mailroom Associate
1 month ago
+The Client Services Associate/Mailroom Associate will provide exceptional mail and shipping/receiving services. · +Provides 5-star customer service to all employees (in all forms of communication). · ...
Associate Field Service Technician
2 days ago
The Associate Field Service Technician is responsible for maintaining retail store technologies and computer systems and peripherals. They perform product installation, support services and repair on Toshiba Global Commerce Solutions products. · Operates in assigned territory and ...
Client Service Associate
1 month ago
We are seeking a Client Service Associate to help us deliver exceptional results and join our team. · Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. · ...
Client Services Associate
3 weeks ago
The Client Services Associate is responsible for delivering client service and operational support to ensure a seamless client experience. · Bachelor's degree in business, finance or related field preferred. · ...
Client Services Associate/Mailroom Associate
1 month ago
The Mailroom Associate provides exceptional mail and shipping/receiving services delivering operational functions in the following areas processing of inbound/outbound mail distributing/delivering mail shipping and receiving products and supplies to support the onsite business se ...
Facility Service Associate
1 month ago
<b>Job Summary </b></h2>The Facility Service Associate provides administrative support to the Sr. Facilities Manager · and assists with various tasks such as front reception desk support, · janitorial services,and filing system maintenance. · ...
Cashier and Customer Service Associate
1 month ago
Lil Thingamajigs is a company that brings the Asian culture to the United States selling a variety of products including anime, k-pop, gundams, · stationary and beauty items. We are looking for a sales associate with great customer service and knowledge in our products. · ...
Mail Services Associate/Floor Ambassador
2 weeks ago
The Millennium Group is looking for an individual to join our team of over 1,500 nationwide associates. As a highly motivated and enthusiastic team player you will uniquely contribute to our success in the industry. · ...
Part-Time Customer Service Associate
3 weeks ago
As a Part-Time Customer Service Associate, your empathy and interpersonal skills will help you provide exceptional customer care to NVR homeowners. · ...
Customer Service Associate I
1 week ago
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · ...
Retail Customer Service Associate
4 days ago
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. · Demonstrates consultative behaviors in a retail environment to understand each cus ...
Retail Customer Service Associate
1 week ago
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. The Store Consultant consistently delivers a positive customer experience to all customers. · ...
Mail Services Associate/Floor Ambassador
2 weeks ago
The Millennium Group (TMG) is seeking an individual who can uniquely contribute to their success in the industry.Welcome visitors warmly at the satellite mail station. · ...
Part-Time Customer Service Associate
3 weeks ago
Part-Time Customer Service Associate position providing exceptional customer care to NVR homeowners with empathy and interpersonal skills. · ...
Customer Service Associate
4 hours ago
++Soar with us at Wawa. · We believe we can make life a little better every day – one smile, hoagie, or experience at a time.+Greet and engage with customers to ensure their needs are met both quickly and courteously. · Prepare food items such as our delicious breakfast items, bu ...