Cassaday & Company, Inc. · 19 hours ago
Client Service Associate
McLean, VA
Full-time
Hybrid
Entry Level
$70K/yr - $95K/yr
1+ years expCassaday & Company is a top wealth management firm in the country and Virginia’s #1 financial advisor. The Client Service Associate will develop relationships with clients, manage account maintenance, and ensure high-quality service by acting as the initial point of contact for client requests.
FinanceBankingFinancial Services
Responsibilities
Serve as the initial point of contact for incoming client requests, interpreting client’s needs then coordinating with the advisory team to confirm then implement the request
Execute account maintenance actions (Beneficiary changes, address updates, account retitling)
Monitor and follow up on processing requests to ensure proper execution and drive resolution to NIGOs while providing clients with updates and timelines
Open new accounts and coordinate all related documentation and custodial requirements to ensure timely and accurate setup
Facilitate secure money movement requests (wires/ACH/checks) on a daily basis and ensure controls and documentation requirements are met
Facilitate incoming client transfers (ACATs, rollovers, cash transfers), monitoring progress through completion and communicating status updates to clients and advisors
Manage daily check deposits and banking activity, ensuring timely processing and adherence to internal controls and custodial procedures
Maintain accurate and current client data in CRM and custodial systems (e.g., contact details, account registrations, trusted contacts)
Handle client-facing inquiries independently, escalating when outside scope or requiring advisor input, while maintaining high-touch communication
Manage document and file-maintenance tasks related to active client accounts to support accurate client servicing and record keeping
Provide value-add to clients by anticipating follow-up needs (e.g., checking for outstanding signatures, confirming instructions, verifying transaction completion) and acting without prompting
Qualification
Required
1-2 years' experience in the financial services industry or client service position
Comprehensive knowledge of financial industry
Experience using CRM system (Tamarac preferred)
Proficiency in Microsoft Suite tools (Outlook, Excel, and Word)
High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization
Excellent organizational skills to prioritize and complete work efficiently
The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment
Strong verbal communication skills to express ideas and thoughts in a clear, professional manner
The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs
Professional, service-oriented demeanor with pleasant, business-appropriate phone manners
Effective problem-solving skills to resolve routine client questions
The ability to follow instructions, including a strong adherence to meet deadlines
“Team player" mindset, willingness to do whatever is needed, big or small
Preferred
Series 7 license preferred
Benefits
Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
401(k) options
Paid time off
Telework options
Health & Wellness Program, including: + paid gym membership + quarterly & annual employee wellness events
Paid parking in covered garage, OR monthly public transit subsidy
Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
Company-sponsored employee appreciation events
Company
Cassaday & Company, Inc.
Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stephan Cassaday
Founder, Chairman & CEO,
Waleed Bississo
Chief Operations Officer
Recent News
2025-08-18
Company data provided by crunchbase