Wealth Ops & Client Experience Associate

Glassman Wealth Services; Vienna (VA); On-site; USD 45,000 - 65,000; 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, service-oriented environment. You will administer basic advisory operations tasks, handle data entry, support reporting, billing, and compliance, and coordinate client and team workflows while safeguarding confidential information.

This role rewards reliability, strong interpersonal skills, and the ability to adapt to changing priorities, with a

Qualifications

• Bachelor's degree preferred but not required.
• 2–3 years of strong and relevant work experience.
• 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 don’t know anything at all about it, but will be willing to 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

Attention to detail

Organization

Client service orientation

Reliability

Independent work

Education

Bachelor's degree preferred but not required

2–3 years of relevant work experience

Willingness to learn about finance/operations

ACATs understanding or willingness to figure it out

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, service-oriented environment. You will administer basic advisory operations tasks, handle data entry, support reporting, billing, and compliance, and coordinate client and team workflows while safeguarding confidential information.

This role rewards reliability, strong interpersonal skills, and the ability to adapt to changing priorities, with a