Birks Financial · 20 hours ago
Client Services Associate
Herndon, VA
Full-time
Onsite
Entry Level
$55K/yr - $85K/yr
1+ years expBirks Financial is seeking a Client Services Associate to deliver client service and operational support for a seamless client experience. This role serves as the primary point of contact for administrative inquiries and supports the Lead Advisor in managing client relationships and ensuring timely execution of client requests.
AdviceCareer PlanningFinancial ServicesTax Preparation
Responsibilities
Serve as the first point of contact for client inquiries via phone, email, or portal
Be the key voice of Birks Financial
Provide timely, accurate responses and proactive updates to clients
Schedule and confirm client meetings, prepare meeting materials, and follow up on action items
Must be proactive and confident in answering incoming calls promptly, ensuring client needs are addressed with professionalism and a solutions-oriented approach
Support thoughtful outreach around key client dates
Process account openings, transfers, and maintenance requests
Conduct rollover calls and client onboarding processes
Coordinate with custodians and vendors to ensure accurate and timely execution of transactions
Maintain organized and compliant client records in CRM and document management systems
Assist with preparation of financial reports, statements, and client deliverables
Monitor workflows to ensure deadlines are met and tasks are completed accurately
Update and create new workflows as necessary to help run business
Accurate data entry and comprehensive client information management
Help with tax & financial planning software data entry
Manage attendance and marketing for new client seminars
Attend evening marketing seminars (14 times per year)
Conduct seminar scheduling follow-up
Work closely with the Lead Advisor to ensure a consistent client experience
Participate in team meetings and contribute to process improvements
Actively contribute ideas and best practices from previous experiences to improve operations
Maintain office supplies inventory (e.g., pens, paper, printer ink) and reorder as needed
Ensure common areas (kitchen, meeting rooms) are tidy and stocked
Coordinate with vendors for office equipment maintenance and repairs
Support onboarding of new team members with workspace setup
Qualification
Preferred
Bachelor's degree in business, finance, or related field
1–3 years of experience in financial services, client service, or related high-touch industries
Background as an executive assistant or in luxury service industries (hospitality, retail, etc.)
Benefits
Discretionary bonus based on performance metrics and firm growth
Company
Birks Financial
Birks Financial is a financial planning firm that offers portfolio management, tax, and retirement planning services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase