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 will have experience in a similar position that provides an understanding of client service and support nuances. This role is for someone who thrives 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, capable of balancing multiple priorities in ever-changing situations. This position is integral to the operations infrastructure supporting advisors and clients, requiring a shared vision for enriching clients' lives and a desire to orchestrate client and team experiences daily. Trustworthiness and an understanding of the sensitive nature of the work, along with an appreciation for the interpersonal aspects of the role, are essential. The company emphasizes having fun while taking the job seriously and excelling at it.

Requirements

• High integrity.
• Strong interpersonal skills and the ability to build relationships.
• Organized with a keen eye and attention to detail.
• Reliable, steady, and consistent.
• Ability to handle confidential information sensitively.
• Ability to manage competing demands and expectations.
• Demonstrate the highest level of client service.
• Respect deadlines, details, and ever-changing priorities.
• A "get it done and get it done right" mentality.
• Highly resourceful and collaborative team player.
• Ability to work effectively independently.
• Willingness 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.

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.
• Track the details and specifics of tasked to-do items.
• Dive into unchartered territory to solve problems with intense curiosity.

Benefits

• Competitive salary commensurate with experience.
• Outstanding benefits.
• The Washington Business Journal named us a best place to work in the Washington, DC area.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree