Junior Client Services Operations Specialist

Acorn Financial Services; Reston (VA); On-site; USD 52,000 - 68,000; Full time

Job summary

Acorn Financial Services in Reston, VA seeks a meticulous Junior Client Services Associate to be the operational anchor of the firm. You’ll manage day-to-day operations, onboarding, and regulatory paperwork with precision to ensure flawless client experiences.

You’ll coordinate complex schedules, handle client meetings, prepare meeting materials, and maintain accurate CRM records, including KYC due diligence, so advisors and attorneys can focus on clients.

Qualifications

• Bachelor's degree in a related field or equivalent work experience.
• High attention to detail with a strong compliance mindset.
• Experience coordinating calendars, onboarding, and client communications.

Responsibilities

• Prepare highly accurate new account paperwork and onboarding documents.
• Coordinate scheduling, client meetings, and professional telephone coverage.
• Prepare materials for client meetings and maintain CRM records with up-to-date KYC data.
• Ensure regulatory documents are filed correctly and securely.

Skills

Attention to detail

Strong organization

CRM software

Education

Bachelor's degree

Tools

CRM software

Regulatory platforms

Job description

Acorn Financial Services in Reston, VA seeks a meticulous Junior Client Services Associate to be the operational anchor of the firm. You’ll manage day-to-day operations, onboarding, and regulatory paperwork with precision to ensure flawless client experiences.

You’ll coordinate complex schedules, handle client meetings, prepare meeting materials, and maintain accurate CRM records, including KYC due diligence, so advisors and attorneys can focus on clients.