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Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area.
Read just one way we make this value our reality .
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing the work’ and thrives as part of a cohesive team.
Ideally, you’ve held a similar position that helps you appreciate the nuances of client service and support.
You will be honest, approachable, reliable, and motivated with a service-oriented attitude. You will balance multiple priorities in a variety of ever-changing situations.
We rely on you to be an integral part of the operations infrastructure that supports our advisors and our clients.
Bottom line : we share a vision for enriching the lives of our clients, and you do too. You want to carefully orchestrate the client and team experiences Every.
Single. Day. You are trustworthy and understand the sensitive nature of the work, and appreciate the highly interpersonal relationship of this position.
You should want to have fun in the job while taking it seriously and being amazing at it.
The nitty gritty details of your responsibilities and what will make you successful are spelled out below. We encourage you to read them carefully before applying.
If, when you’ve reviewed and re-reviewed the specifics, it sounds like we are talking about you, then don’t wait we’d like to hear from you! But please, no phone calls;
we’re serious about that.
And consider this : we are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits.
We value our employees, and we’re not afraid to show it. (Really, it’s true take a look at our Awesome Benefits ).
In this role you will :
Our expectations of you :
it is ingrained in you.
Your Education and Experience
Last updated : 2024-06-02
Full Time
$62k-81k (estimate)
06/04/2024
09/01/2024
glassmanwealth.com
Vienna, VA
25 - 50
The job skills required for Client service associate include Client Service, Integrity, Wealth Management, Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.