Mid-Level Client Services Associate

Job overview

The Mid-Level Client Services Associate role is listed in Reston, VA. The posting does not specify a work arrangement or compensation. Acorn Financial Services integrates tax strategists, estate planners, and investment managers to build unified plans for clients; the role operates at the firm’s operational hub. The associate owns post-sale operational work for complex client accounts, serving as a liaison among advisory staff, operations colleagues, and institutional custodians. The role strengthens scalable workflows, supports accurate and compliant financial transactions, and guides junior associates to improve service delivery and operational consistency.

What you'll do

• Onboard and maintain complex client accounts, including corporate, trust, and pension structures
• process high-value money movement and estate settlement needs
• serve as an operational liaison among advisory staff, operations, and custodians
• develop, document, and optimize departmental procedures
• educate clients and staff on KYC due diligence, beneficial ownership certification, and regulatory requirements
• review documents to reduce technical exceptions and operational risk
• train and review junior associates
• prioritize tasks and manage departmental workflow
• design and implement CRM workflow automations
• maintain accuracy in high-risk transactions and support junior team training and service-level adherence.

What we're looking for

Skills & competencies

client services associate

wealth management operations

high-net-worth clients

account onboarding

money movement

estate settlements

kyc due diligence

crm automation

reston va

acorn financial services

process improvement

junior associate training

Work arrangement

• Weekend coverage required

Benefits & perks

• Exceptional benefits and flexible time off
• specific benefits are not detailed.

Why this role

The posting describes a leadership role with autonomy to build processes and own outcomes, along with exceptional benefits and flexible time off.

About the employer

Acorn Financial Services Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.