Client Services Representative

Job overview

The Client Services Representative role is onsite in Arlington, VA, with a stated salary of $48,000–$52,000 per year. The position supports financial advisers and their clients at Bdt & Associates. The role keeps client service and office operations running by connecting clients, advisers, and business associates, coordinating appointments, and handling communications and records while protecting client confidentiality.

What you'll do

• Handle incoming calls, welcome clients, schedule and confirm appointments, organize files, enter data, manage fax and email communications, conduct research, and prepare and process appointments while maintaining client confidentiality.
• Support financial advisers and their client base.

What we're looking for

Skills & competencies

client services

customer support

financial adviser support

office administration

appointment scheduling

data entry

client confidentiality

microsoft office

arlington va

bdt & associates

$48k–$52k per year

401(k)

paid time off

performance bonus

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with 4% employer contribution, discretionary bonus based on individual and team performance, and paid time off.

Why this role

The posting describes support for financial advisers and a 1–5 person office; an associate degree in business administration is preferred, and provided training must be completed.

About the employer

Bdt & Associates Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.