More jobs:
Wealth Ops & Client Services Lead; PTO
Job in
Reston, Fairfax County, Virginia, 22090, USA
Listed on 2026-08-29
Listing for:
Acorn Financial Services
Part Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Compliance -
Business
Financial Compliance
Job Description & How to Apply Below
Acorn Financial Services seeks a Mid-Level Client Services Associate to own the post-sale operational lifecycle. You will serve as the critical strategic liaison between the advisory staff, operations team, and custodians, building smarter processes and scalable workflows for high-net-worth clients.
You will mentor junior associates, handle complex account onboarding and money movements, and ensure strict compliance.
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