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Client Services Specialist - Wealth Management (Hybrid
Job in
Falls Church, Fairfax County, Virginia, 22042, USA
Listed on 2026-07-31
Listing for:
D'Orazio Wealth Advisors
Full Time
position Listed on 2026-07-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
D’Orazio Wealth Advisors in Vienna, VA, seeks a proactive operations professional to join our team. This role blends office administration with client service, keeping requests and workflows organized and following through without reminders.
You will welcome clients, coordinate calendars, manage mail and supplies, support advisors, and handle account openings, transfers, and custodial communications. A bachelor’s degree and experience in professional services are preferred.
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