Client Services Representative

D'Orazio Wealth Advisors; Falls Church (VA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

Paid Time Off

Paid Parental Leave

Medical, Dental and Vision

Life, Short-Term and Long-Term DI

Job summary

D’Orazio Wealth Advisors in Vienna, VA, seeks a proactive operations professional to join our team. This role blends office administration with client service, keeping requests and workflows organized and following through without reminders.

You will welcome clients, coordinate calendars, manage mail and supplies, support advisors, and handle account openings, transfers, and custodial communications. A bachelor’s degree and experience in professional services are preferred.

Qualifications

• Bachelor’s degree or equivalent education and relevant experience.
• Proactive ownership and ability to work with minimal direction.
• Strong organization, attention to detail, and time management.
• Genuine interest in financial services or wealth management.

Responsibilities

• Welcome clients and visitors, coordinate calendars, and maintain a polished office experience.
• Process account openings, transfers, rollovers, and maintenance requests; monitor signatures.
• Communicate with custodians and providers and document CRM notes and onboarding tasks.
• Support advisors and team members with routine office administration and workflow improvements.
• Protect confidential information and follow compliance procedures.

Skills

Initiative

Attention to detail

Professional communication

Interest in financial services

Microsoft 365

Bachelor’s degree

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Account opening software

Custodian platforms familiarity

Job description

Overview:

D’Orazio Wealth Advisors (DWA) seeks a proactive, service-oriented professional with a genuine interest in financial services to join our Operations Team.

We are a fee-only financial planning and wealth management firm serving business owners, executives, families, and individuals. With over $1.5B in Assets Under Advisement, we pair personalized planning with a disciplined, technology-forward investment process.

Location:

On-site in Vienna, VA (potential for flexible/hybrid work with tenure).

Team:

Operations, partnering closely with Financial Planning, Tax Planning, Portfolio Management, and Estate Planning.

Reports to:

Operations Team Leadership.

What You’ll Do:

This role combines office administration and client service. The successful candidate will keep client requests and operational workflows organized, communicate clearly, and follow through without repeated reminders.

Create a Professional Client and Office Experience

• Welcome clients and visitors, answer and route calls, and create a polished office experience.
• Coordinate calendars and meetings; prepare conference rooms and materials and confirm logistics.
• Manage mail, shipping, scanning, supplies, vendors, facilities needs, and routine office administration.
• Provide dependable administrative support to advisors and team members.

Own Client Service and Account Workflows

• Process account openings, transfers, rollovers, beneficiary changes, registrations, and maintenance requests.
• Support money movement and forms; monitor signatures, rejected items, and missing information.
• Communicate with custodians and providers and follow requests through resolution.
• Maintain accurate CRM notes, digital records, workflows, and onboarding tasks.

Own Client Service and Account Workflows

• Prioritize work, anticipate deadlines, identify incomplete items, and take next steps without repeated direction.
• Communicate status, obstacles, and next steps proactively.
• Improve checklists and workflows while protecting confidential information and following compliance procedures.
• Participate in firm initiatives and embrace a “no task too small” culture.

What Success Looks Like (First 6-12 Months):

• You independently manage recurring office and client service responsibilities with minimal reminders.
• Client requests are acknowledged promptly, completed accurately, and followed through.
• CRM records, digital files, and workflows remain current and clearly documented.
• You build working knowledge of DWA’s standards, technology, custodian processes, and compliance procedures.
• You demonstrate curiosity about financial services and steadily grow your industry knowledge.
• You earn greater responsibility through reliability, judgment, initiative, and follow-through.

Qualifications:

Required

• Demonstrated initiative, ownership, and follow-through without repeated direction.
• Strong attention to detail, organization, time management, and prioritization.
• Professional communication, sound judgment, discretion, and a service-oriented approach.
• Genuine interest in financial services or wealth management and a willingness to learn.
• Proficiency with Microsoft 365 and confidence learning new systems.
• Bachelor’s degree or equivalent education and relevant experience.

Preferred

• Two or more years in client service, wealth management, financial services, banking, operations, or professional services.
• Experience at a Registered Investment Advisor, financial institution, custodian, or client-focused organization.
• Experience with CRM, electronic signature, account-opening workflows, transfers, rollovers, or money movement.
• Familiarity with Schwab Advisor Center, Fidelity Wealthscape, or comparable custodial platforms.
• Series 65 or Series 7 and 66, or willingness to pursue firm-supported licensing.

Compensation and Benefits:

We offer competitive, market-based compensation commensurate with experience, plus:

• 401(k) with employer match and discretionary profit-sharing plan contributions
• Paid Time Off and Paid Parental Leave
• Paid Medical, Dental and Vision
• Life, Short-Term and Long-Term Disability Insurance
• Potential for a flexible working arrangement with experience and tenure at DWA