Client Services & Operations Specialist
Job in
Vienna, Fairfax County, Virginia, 22184, USA
Listed on 2026-07-25
Listing for:
Glassman Wealth Services
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, is seeking an Operations Associate who thrives in a fast-paced, client‑focused environment. You will handle basic advisory operations tasks, data entry, and ad hoc projects while supporting our advisors and clients.
You should be organized, reliable, and excellent at building relationships, with 2–3 years of relevant experience and a willingness to learn about finance operations, ACATs, and industry nuances.
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