ZipRecruiter

Log In

1

Representative Associate Jobs in Alexandria, VA (NOW HIRING)

WPAS Inc

Pension Representative

Capitol Heights, MD · On-site

$56K - $61K/yr

Pension Representative * Unionized Role * Full time * 100% In Office Job Purpose : Under continuous ... associate's degree is not required Physical/Mental Requirements: The physical and mental demands ...

previous pagenext page

Showing results 21-40

All JobsRepresentative Associate JobsRepresentative Associate Jobs in Alexandria, VA

Representative Associate information

What is a representative associate?

Representative Associates are professionals who act as liaisons between customers and a company, assisting with inquiries, resolving issues, and ensuring customer satisfaction. They often work in customer service, sales, or support roles, handling communications via phone, email, or chat. Representative Associates are expected to have strong communication and problem-solving skills, as they play a crucial role in maintaining positive relationships with clients. Their responsibilities may also include processing orders, providing product or service information, and escalating complex issues to higher management.

How does a representative associate typically collaborate with other departments to resolve customer issues?

As a Representative Associate, you will frequently work alongside teams such as technical support, billing, and sales to ensure customer concerns are addressed efficiently. Collaboration often involves escalating complex cases, sharing feedback, and participating in cross-functional meetings to streamline processes. Effective communication and teamwork are key, as you'll need to relay information clearly and advocate for the customer's needs within the organization.

What are the key skills and qualifications needed to thrive as a representative associate, and why are they important?

To thrive as a Representative Associate, you generally need strong communication, customer service, and problem-solving skills, often supported by at least a high school diploma or equivalent. Familiarity with CRM software, call center systems, and basic office technology is typically required. Outstanding interpersonal skills, patience, and a positive attitude help you excel in customer interactions and team environments. These abilities ensure efficient resolution of customer issues, high satisfaction rates, and effective collaboration within the organization.

What is the difference between Representative Associate vs Customer Service Representative?

AspectRepresentative AssociateCustomer Service Representative
CredentialsHigh school diploma or equivalent; on-the-job trainingHigh school diploma or equivalent; customer service training
Work EnvironmentRetail, call centers, sales environmentsCall centers, retail, service industries
Employer & Industry UsageRetail, telecommunications, insuranceTelecommunications, retail, banking
Common Search & ComparisonOften compared for entry-level customer interaction rolesCommonly compared for customer support roles

The main difference between a Representative Associate and a Customer Service Representative lies in their job scope and industry usage. Representative Associates often work in retail and sales environments, focusing on sales and customer engagement, while Customer Service Representatives primarily handle customer inquiries and support in service industries. Both roles require similar credentials but differ in daily tasks and employer settings.

Are representative associate positions entry level?

Yes, representative associate positions are typically entry-level roles that often require minimal prior experience. They usually involve customer service, communication skills, and basic computer proficiency, making them accessible to recent graduates or individuals new to the workforce.

What are the most commonly searched types of Representative jobs in Alexandria, VA?

The most popular types of Representative jobs in Alexandria, VA are:

What are popular job titles related to Representative Associate jobs in Alexandria, VA?

For Representative Associate jobs in Alexandria, VA, the most frequently searched job titles are:

What job categories do people searching Representative Associate jobs in Alexandria, VA look for?

The top searched job categories for Representative Associate jobs in Alexandria, VA are:

What cities near Alexandria, VA are hiring for Representative Associate jobs?

Cities near Alexandria, VA with the most Representative Associate job openings:

Representative Associate jobs near you
Infographic showing various Representative Associate job openings in Alexandria, VA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate Financial Representative

LPL Financial

Rockville, MD • On-site

Full-time

Medical, Retirement, PTO

Posted 8 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

128th of 152 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients' immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:
  • Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
  • Handling and executing client transaction and general customer service requests.
  • Prepare client reports and proposals as required
  • Support other departments and independent financial advisors in their understanding of the program
  • Actively participate in customer service training and other training to remain current with operational policies and procedures
  • Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
  • Communicate operational and financial industry policies and procedures.
  • Identify new sales and asset retention opportunities
  • Regularly exercise excellent business judgment
  • Research and resolve advisor and client issues

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Bachelor's Degree or equivalent working experience
  • Series 7
  • Series 63 and 65, or 66 License
  • 1 years + of direct client experience within the financial services industry

Preferences:
  • Life and Health
  • Excellent telephone service/relationship management skills
  • Proficient in Microsoft Office and web based applications
  • Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
  • Prior financial trading experience
  • Ideal candidate will have prior tele-sales experience
  • Must have excellent communication skills, and strong service ethic
  • Previous Experience as a financial advisor
  • Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered

Pay Range:
74,250.00 - 123,750.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply