Client Services Associate

Client Service Operations AssociateMultibillion Independent Wealth Management FirmArlington, VAOverviewEstablished and growing 2B+ Independent RIA in Fairfax County, serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.HighlightsProvide excellent advisory operations workflow supportParticipate in a dynamic and positive team environmentStrong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiencyCareer track within the firmCompetitive compensation package including benefits and bonusesHybrid work scheduleRequirementsBachelor's Degree2+ years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firmTrack record of professionalism, adaptability, attention to detail, and time managementExperience with Custodial, CRM, and Portfolio Management systems preferred

Created: 2025-02-21