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Wealth Client Services Concierge

Job in Herndon, Fairfax County, Virginia, 22070, USA
Listing for: Birks Financial
Full Time position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below

Birks Financial is seeking a Client Services Associate in Herndon, Virginia, to provide white-glove client service and operational support. You will serve as the primary contact for client inquiries, assist the Lead Advisor, and contribute to a seamless client experience.

The ideal candidate holds a Bachelor’s degree and has experience in financial services or luxury service industries. Responsibilities include managing inquiries, processing account requests, and actively contributing to team collaboration.

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