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Client Service Associate – Financial Advisory

Job in Reston, Fairfax County, Virginia, 22090, USA
Listing for: Global Advisor Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial planning firm in Virginia is seeking a Client Service Associate to provide administrative support to Financial Advisors. The ideal candidate has a Bachelor's degree, 2-4 years in an administrative role, and excellent communication skills. Responsibilities include running daily reports, managing client communications, and coordinating office tasks. The role requires strong organizational skills and fluency in Spanish, as well as the ability to handle multiple priorities in a team environment.

This position comes with various benefits including health insurance and paid time off.
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Position Requirements
10+ Years work experience
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