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Client Services Associate Ii Jobs in Virginia (NOW HIRING)

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Client Services Associate Ii information

What skills and qualifications are needed to thrive as a Client Services Associate II?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

What is a Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

Client Services Associate Ii jobs near you

Client Services/Operations Associate

Glassman Wealth Services

Vienna, VA • On-site

Full-time

Posted 26 days ago

Job description

Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us a best place to work in the Washington, DC area.
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.
As a successful candidate, you will thrive in a fast-paced, entrepreneurial environment that is mission-driven, people-focused, and community-oriented. 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:
  • Administer basic advisory operations tasks, including money movement and client paperwork.
  • Process data entry updates and check filing.
  • Provide ad hoc support for more complex projects like reporting, billing, and compliance.
  • Be stellar at tracking the details and specifics of tasked to-do items.
  • Have an intense curiosity and be willing to dive into unchartered territory to solve problems.

Our expectations of you:
  • The integrity you bring to the role is next level.
  • You must have strong interpersonal skills and the ability to build relationships.
  • You are organized and have a keen eye and attention to the details; you also like to investigate the specifics.
  • You are reliable, steady, and consistent; these qualities come so naturally to you, you hardly know you're doing them.
  • The know-how to handle confidential information sensitively, manage competing demands and expectations, and demonstrate the highest level of client service; it is ingrained in you.
  • You respect deadlines, details, and ever-changing priorities; you have a "get it done and get it done right" mentality.
  • You begin your cover letter by telling us one goal you've set for yourself this year.
  • You are a highly resourceful and collaborative team player while also effectively working independently; you also know your capacity and are willing to expressly communicate constraints.
  • You are flexible and open to change. We mean it; this is a must.
  • By joining our team, you will enhance the Glassman Wealth brand and culture as a Best Place to Work.

Your Education and Experience
  • Bachelor's degree preferred but not required.
  • At least two to three years of strong and relevant work experience, preferably in similar positions and environments.
  • A willingness to immerse yourself in our industry and learn the nuances of finance and operations.
  • An understanding of ACATs or an upfront acknowledgment that you don't know anything at all about it, but will be willing to figure it out.

Please make sure to include your resume and a cover letter.
PS - We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.

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