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Wealth Management Client Services Coordinator

Job in Reston, Fairfax County, Virginia, 22090, USA
Listing for: Lift Business Resources
Full Time position
Listed on 2026-05-19
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 55000 - 66000 USD Yearly USD 55000.00 66000.00 YEAR
Job Description & How to Apply Below

Lift Business Resources is hiring a Client Service Administrator in Reston, VA, to provide administrative support to a wealth management team. Ideal for detail-oriented candidates, this position requires managing client files, preparing reports, and scheduling meetings while delivering exceptional service.

With a bachelor's degree and 1–3 years of experience preferred, candidates should be proficient in Microsoft Office and thrive in a collaborative environment. The role offers a salary range of $55,000 – $66,000 and full benefits, including health coverage and retirement.

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