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Client Services Associate Ii Jobs in Washington (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

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Client Services Associate Ii information

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 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 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.

How much does a Client Services Associate II make?

The average salary for a Client Services Associate II typically ranges from $40,000 to $55,000 annually, depending on experience, company size, and industry. Compensation may also include benefits such as health insurance and paid time off, with some roles offering bonuses or performance incentives.

What cities in Washington are hiring for Client Services Associate Ii jobs?

Cities in Washington with the most Client Services Associate Ii job openings:

Client Services Associate Ii jobs near you

Client Services Associate

Mclean, VA

Restoration Hardware
Specialized Design Services • 5 - 10K employees

7.4

Company rating: 7.4 out of 10

Based on 50 frontline employees who took The Breakroom Quiz

18th of 63 rated furniture retailers

Good employer

Respectful managers

Good training

Learn more about Restoration Hardwareexternal

Full-time

Posted yesterday

New

Job description

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.

The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker.

At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right.

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. 

YOUR RESPONSIBILITIES

  • Live Our Vision, Values and Beliefs every day
  • Greet and welcome RH Clients and assist with any questions or concerns
  • Assist in connecting clients with the right Associates based on their purchase needs
  • Assist and communicate with clients in the Gallery, over the phone and through email
  • Provide an elevated level of client services support to Gallery Partners to resolve client concerns
  • Become well-versed on RH product and offerings 
  • Create a luxury service experience in every interaction
  • Exhibit broad understanding of the organization

OUR REQUIREMENTS

  • Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred
  • Ability to recognize and respond to multiple priorities
  • Strong organizational and time management skills
  • Strong verbal and written communication skills
  • Commitment to quality, detail focused on all levels
  • People and relationship-driven
  • Commitment to quality, detail-focused on all levels
  • Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications

OUR PHYSICAL REQUIREMENTS

  • Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques
  • Ability to maneuver effectively around gallery floor, stock room and office
  • Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing
RH is an equal opportunity employer and does not discriminate against any applicant on the basis of race, color, religion, national origin, gender, marital status, age, disability, sexual orientation, military/veteran status, or any other status protected by federal or state law or local ordinance.

At RH, we are committed to promoting pay equity. Rate of pay is determined based on each individual's experience, qualifications, and the geographic location of the role.

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