Client Service Associate - West Financial Services - Registered Investment Advisor; McLean, VA

About the Role

As a Client Service Associate, you will support Relationship Managers, Portfolio Managers, and the Director of Client Services through a variety of activities, including client account set‑up and maintenance, paperwork, trade reconciliation, client transaction reviews, and execution of client and WFS tasks such as asset transfers and report preparation.

W Financial Services Bldg, 2010 Corporate Ridge Road, Suite 530, McLean, VA 22102, USA.

• Serves as liaison between clients, West Financial Services, and the custodian, supporting client relationship building and maintaining.
• Tracks and processes ad hoc client requests, answers client questions, and researches solutions.
• Proactively communicates with clients to anticipate needs, ensuring seamless service.
• Calculates and processes Required Minimum Distributions (RMDs), charitable contributions, and estate distributions.
• Attends industry-focused seminars and webinars and serves as backup to office administration when needed.
• Suggests process improvements related to client service.
• Works with the client to open and fund accounts via electronic processes, ensuring all documentation is correct.
• Accurately sets up/reviews accounts in portfolio reporting systems, rebalancing, and Salesforce.
• Processes client administrative requests (account updates, distributions, deposits, transfers) efficiently and accurately.
• Reviews cost basis on new securities and coordinates with back office to maintain accuracy.
• Reconciles systems and researches exceptions. Maintains and indexes client files.
• Prepares reports for client meetings and participates in the quarterly billing cycle.
• Runs ad‑hoc reports as requested.

• Bachelor’s degree in business or finance preferred.
• Experience in finance or investment industry preferred.
• Strong experience with Microsoft Word, Excel, and Outlook required.
• Strong organization skills, accuracy, attention to detail; ability to manage multiple responsibilities with competing deadlines.
• Expertise with portfolio management software such as Envestnet Tamarac and Salesforce highly desirable.

• Salary: $69,588.50 USD per year.
• Eligible for incentive compensation plan or discretionary profit‑sharing bonus program.
• Comprehensive benefits package (details available at ).

We are proud to be an Equal Employment Opportunity employer. We maintain a drug‑free workplace. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.