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Finance Client Services Specialist — Operations Anchor
Job in
Reston, Fairfax County, Virginia, 22090, USA
Listed on 2026-08-30
Listing for:
Acorn Financial Services
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Banking & Finance, Banking Operations
Job Description & How to Apply Below
Acorn Financial Services seeks a Junior Client Services Associate to act as the operational anchor, delivering a consistent, high-quality client experience by managing day-to-day operations and administrative workflows.
You will handle calendars, coordinate client meetings, and support advisors and attorneys while ensuring CRM and custodian platform accuracy and regulatory compliance.
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