Client Services Associate

TEKsystems
$65,000.00 - $70,000.00 / yr
life insurance, sick time, 401(k), retirement plan
United States, Virginia, Herndon
May 21, 2025
Description The Client Service Assistant provides direct support to the Wealth/Financial Advisor(s). The CSA's job is to help enhance the client experience by servicing the client's needs and providing administrative support to the Advisor in their daily business practices. Top Skills Details series 6 2 years experience servicing accounts Skills series 6, series 63, series 65, FINRA license, financial consultant Additional Skills & Qualifications Bachelor's Degree required or equivalent years of experience; within the financial services field is preferred FINRA Series 6 is required Prepare new account applications and all other pertinent documents Prepare reports and other materials for client or prospect meetings Answer client phone calls and provide necessary assistance Deliver outstanding client service Greet clients in the office Accept (with appropriate licensing and registration) and execute trade requests Research and resolve notifications Participate in team meetings and support staff meetings Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc. Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM Management of the Advisor's calendar Attend and support Advisor's client events and seminars/webinars Preparation and tracking of life insurance applications Coordination of various tasks with Operations team as necessary Ensure account document and database accuracy Financial planning and/or customer relationship management systems Other duties as assigned Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures Experience Level Intermediate Level Pay and Benefits The pay range for this position is $65000.00 - $70000.00/yr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Herndon,VA. Application Deadline This position is anticipated to close on Jun 3, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.