Sr Client Service Associate

Sr Client Service Associate

Our Falls Church, VA office is looking for a highly motivated Sr Client Service Associate! The Sr Client Service Associate serves as a key liaison between clients, advisors, and internal/external partners, ensuring a smooth, high-quality client experience while supporting the day-to-day operational needs of the office. This role blends client service, new account onboarding, account maintenance, document management, and team operational support.

The ideal candidate combines high-touch client service with strong operational execution. They are comfortable handling sensitive financial paperwork, keeping processes organized, and ensuring nothing falls through the cracks. They bring professionalism, confidence interacting and directing an advisory team, sound judgment, and a service-oriented approach, while also contributing to team efficiency and a positive office culture.

This is an on-site position working in office 5 days/week.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $80,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Client Onboarding & Account Administration
• Client Service & Relationship Support
• Document Management
• Operations & Office Support

Education/Qualifications

• Bachelor's degree preferred, or equivalent relevant experience
• 3+ years of experience in financial services, wealth management, client service, and operations support
• Knowledge of all basic account types and registrations as well as HSA, 529, Trusts
• Strong to expert level understanding of financial account administration, client service processes, and operational workflows
• Experience with Salesforce, Orion, Emoney, Microsoft Office tools, Schwab Advisor Center, and Fidelity Wealthscape platforms
• Strong attention to detail, organization, and follow-through
• Friendly, outgoing, and a positive attitude with the ability to work with all levels of staff and management
• Excellent verbal and written communication skills with exceptional professionalism in client and advisor interactions
• Ability to prioritize effectively, meet deadlines, and remain flexible under pressure
• Collaborative team player with a client-first mindset and strong problem-solving skills
• Experience implementing AI strategy or an interest in utilizing AI to implement operational efficiencies

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.