Client Services/Operations Associate

Glassman Wealth Services•Vienna, VA

2d•Onsite

About The Position

Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, is seeking an Operations Associate who is passionate about doing ‘the work’ and thrives as part of a cohesive team. The ideal candidate has held a similar position that helps them appreciate the nuances of client service and support. The role is in a fast-paced, entrepreneurial environment that is mission-driven, people-focused, and community-oriented. The associate will be honest, approachable, reliable, and motivated with a service-oriented attitude, balancing multiple priorities in a variety of ever-changing situations. This role is integral to the operations infrastructure that supports advisors and clients, with a shared vision for enriching the lives of clients. The associate will carefully orchestrate the client and team experiences daily, understanding the sensitive nature of the work and the highly interpersonal relationship of the position. The company emphasizes having fun in the job while taking it seriously and excelling at it. They are an equal opportunity employer offering a competitive salary and outstanding benefits.

Requirements

Strong interpersonal skills and the ability to build relationships.
Organized with a keen eye and attention to the details; likes to investigate the specifics.
Reliable, steady, and consistent.
Know-how to handle confidential information sensitively, manage competing demands and expectations, and demonstrate the highest level of client service.
Respect deadlines, details, and ever-changing priorities; has a “get it done and get it done right” mentality.
Begin your cover letter by telling us one goal you’ve set for yourself this year.
Highly resourceful and collaborative team player while also effectively working independently; knows capacity and is willing to expressly communicate constraints.
Flexible and open to change.
At least two to three years of strong and relevant work experience, preferably in similar positions and environments.
A willingness to immerse yourself in our industry and learn the nuances of finance and operations.
An understanding of ACATs or an upfront acknowledgment that you don’t know anything at all about it, but will be willing to figure it out.

Nice To Haves

Bachelor's degree preferred but not required.

Responsibilities

Administer basic advisory operations tasks, including money movement and client paperwork.
Process data entry updates and check filing.
Provide ad hoc support for more complex projects like reporting, billing, and compliance.
Be stellar at tracking the details and specifics of tasked to-do items.
Have an intense curiosity and be willing to dive into unchartered territory to solve problems.