Client Service Associate

Windward Recruiting

. Provide account information to clients and Advisors and maintain client relationships .

Posted 10/30/2026full-timeMcLean • Virginia • United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and exceptional service skills while effectively utilizing technology and CRM systems. Capable of prioritizing tasks, problem-solving, and maintaining organization in a fast-paced financial services environment.

Highest-signal resume keywords

Financial Services ExperienceClient Relationship ManagementCRM ManagementMicrosoft Office ProficiencyProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Account ManagementDocumentation ProceduresWorkflow ManagementData EntryTask Prioritization

Soft Skills

Communication SkillsAttention to DetailOrganizational SkillsCollaborationTime Management

Tools & Technologies

CRM SoftwareMicrosoft WordMicrosoft PowerPointMicrosoft Excel3rd Party Software

Industry Keywords

Client PrivacyOffice OperationsRecruitment ProcessClient ServiceTelephone Coverage

About the role

Key responsibilities & impact

Provide account information to clients and Advisors and maintain client relationships
Ensure proper account opening procedures and documentation
Maintain client records and files
Handle incoming phone calls and schedule appointments
Process incoming paperwork and deposits
Serve as the first point of contact for most clients
Cultivate client relationships and proactively resolve issues and concerns
Provide excellent telephone coverage and handle urgent calls through to resolution
Greet guests and clients and provide exceptional service
Manage notes, activities, workflows, and reports in the CRM
Solve issues with the goal of providing excellent client service
Participate in the recruitment process, including a Zoom interview, Career History Form, team interview, and assessments

Requirements

What you’ll need

1 year of financial services experience
Adept and skilled with technology, 3rd party software, and Microsoft Office products (Word, Power Point, Excel, Etc.)
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills and attention to detail
Ability to work independently while prioritizing projects and managing your time
Ability to learn and implement new technology and software quickly
Ability to communicate well with clients and colleagues and work in a collaborative environment
Ability to follow office processes and policies related to office operations and client privacy
Qualified candidates will be asked to take assessments

Benefits

Comp & perks

Great Work/Life Balance with a Monday-Friday Schedule
Medical, Dental, and Vision Insurance Plan (company pays 100% of employee’s premiums)
Company HSA contribution
Long-term and Short-term disability insurance
Legal and identity theft insurance
Life insurance
401(k) with company match
Generous PTO Policy & Paid Holidays
Free financial planning
No business development
Hybrid work arrangement with Mondays and Fridays remote after a 90-day probationary period