Our client is seeking a CLIENT SERVICES ASSOCIATE to join their team!

Location: McLean, VA

CONTRACT TO HIRE

RESPONSIBILITIES:

• This person is the first impression of the company and will serve as a connection between advisors, clients and team.
• Provides administrative support to the office:
  • Managing schedules, expenses, creates presentation material, manages contacts, types correspondence, creates reports, etc.
• Manages day-to-day facility maintenance to ensure the office operates efficiently.
• Handles the ordering of all office supplies and inventory

QUALIFICATIONS:

• Strong communicator, influencer and enthusiastic personality to support the vision, positive culture and environment.
• Good time management and multi-tasking skills
• Extremely flexible individual that works well in a fast-paced and changing environment.
• Attention to detail, ability to work collaboratively, quickly and efficiently.
• Bachelor’s degree or related work experience preferred
• Experience in financial services is a plus.
• Proficient in Microsoft Office Suite required.
• Experience with CRM software is a plus!