Client Services Representative

Bdt & Associates Inc

Arlington, VA

Job Description

Benefits:

401(k)
Bonus based on performance
Paid time off

Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1-5 person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.

Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships.

Responsibilities and Duties

As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointmentsall while prioritizing and upholding client confidentiality at all times.

Requirements :

Associate degree in business administration preferred
1+ years of client service experience, preferably in related field
Successful completion of provided training
Proficient computer skills with MS office suites
Outstanding communication skills; both verbal and written
Strong people skills
High sense of urgency
Organization skills
Strategic thinker
Assertive drive

Benefits :

Full-Time
Salary position
401k plan with 4% contribution from employer
Discretionary bonus based on individual and team performance

Posted 2026-04-05

Recommended Jobs

Assistant Project Manager

Greystar

Fredericksburg, VA

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in ins…

View Details

Posted 2026-03-26

Garden Center Associate

Cross Creek Nursery

Richmond, VA

Job Description Job Description Salary: Based on experience Job Description: Join our team this as a Garden Center Sales Associate! Were looking for passionate individuals who love plants a…

View Details

Posted 2026-04-05

In Home Sales Representative

Pella Mid-Atlantic

Tysons Corner, VA

Do you enjoy connecting with people? Do you like delivering a great product? Are you comfortable asking for the sale? If so, this position is for you! The Sales Consultant is responsible for presen…

View Details

Posted 2026-01-30

Adjuster Trainee

Workforce

Henrico, VA

Machine Adjuster Trainee / Machine Operator Location: Richmond, VA 23231 Pay Rate: $16.00 – $20.00/hour based on experience Schedule: Rotating 12-hour shifts (7 PM – 7 AM or 7AM - 7PM),…

View Details

Posted 2026-03-03

OnSite Dermatology PA/NP - Full Time

Integrated Dermatology

Fairfax, VA

Job Description Job Description Company Description We are seeking a Physician Assistant or Nurse Practitioner with medical dermatology experience. This is a full-time position, 5 days/week,…

View Details

Posted 2026-04-05

Assistant Store Manager/Key Carrier

Variety Stores LLC

Ashland, VA

Job Description Job Description Position Purpose Designed to drive comp sales through consistent leadership of daily priorities in order to create a great customer and associate experience. …

View Details

Posted 2026-03-16

BICSI Installer II

The Archetype Strategy

Ashburn, VA

Location: Ashburn, VA Employment Type: Full-Time Reports To: Lead Installer / Project Manager / Site Superintendent Position Summary The BICSI Certified Level II Installer is respons…

View Details

Posted 2026-02-05

Digital Transformation: Data Management & Analytics

Strategic Insight, Ltd.

Arlington, VA

Job Description Job Description Strategic Insight, Ltd., is seeking a Specialist in Data Management and Analytics (Senior or Mid-Level) specialists to support our Digital Transformation Clients…

View Details

Posted 2026-04-05

Home Caregivers

Dependable Healthcare Apex LLC

Lorton, VA

Job Description Job Description Posts: Caregivers (PCA’s, CNA’s and HHA’s) Job Type: Part-time Dependable Healthcare Apex Partners LLC, a non-medical Homecare Agency is seeking PCA’s, CNA’s …

View Details

Posted 2026-03-17

Vulnerability Remediation Manager, Security Testing Service

Capital One

McLean, VA

Overview Vulnerability Remediation Manager, Security Testing Service Security is essential to what we do at Capital One, from protecting customer data to the associate experience. As a Cyber R…

View Details

Posted 2026-02-18