Client Services & Operations Specialist

Glassman Wealth Services; Vienna (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Awesome Benefits

Job summary

Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, is seeking an Operations Associate who thrives in a fast-paced, client‑focused environment. You will handle basic advisory operations tasks, data entry, and ad hoc projects while supporting our advisors and clients.

You should be organized, reliable, and excellent at building relationships, with 2–3 years of relevant experience and a willingness to learn about finance operations, ACATs, and industry nuances.

Qualifications

• Bachelor's degree preferred but not required.
• At least two to three years of strong and relevant work experience.
• 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 will figure it out.

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.

Skills

Interpersonal skills

Client service

Attention to detail

Organizational skills

Reliability

Team player

Adaptability

Independent worker

Education

Bachelor's degree

Tools

ACATs

Job description

Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, is seeking an Operations Associate who thrives in a fast-paced, client‑focused environment. You will handle basic advisory operations tasks, data entry, and ad hoc projects while supporting our advisors and clients.

You should be organized, reliable, and excellent at building relationships, with 2–3 years of relevant experience and a willingness to learn about finance operations, ACATs, and industry nuances.