Client Services Specialist - Wealth Management (Hybrid)

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

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.