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HomeCompaniesRecruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)

Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)

Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111 · W Financial Services Bldg, McLean, VA, United States · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111
TitleClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)
Normalized title-
Department / teamWest Financial Services
LocationMcLean, VA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-03-10 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in McLean.Open
Department jobsActive postings in West Financial Services.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111
Sourcef27c5cfb-e3ac-45ef-aeb7-c15309c174c8
ATS providerUKG Pro Recruiting / Ultimate

Description

The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.

Full job record

Job IDe29b664cb1ac579d8adb7076e8c764ef4965b734
Org IDbeb4644a-08e4-4b62-823b-67995c72933d
Source IDf27c5cfb-e3ac-45ef-aeb7-c15309c174c8
Board IDf27c5cfb-e3ac-45ef-aeb7-c15309c174c8
Providerukg
Provider Job Keya2e65852-2f42-4566-8a81-0a190d1e12e2
TitleClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)
Normalized Title
Statusactive
Activeyes
Location TextW Financial Services Bldg, McLean, VA, United States
DepartmentWest Financial Services
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionVA
CityMcLean
Salary RawThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://recruiting.ultipro.com/uni1046ufmb/JobBoard/d8f90aad-672e-4f0a-bbc1-a17aa8cf1111/OpportunityDetail?opportunityId=a2e65852-2f42-4566-8a81-0a190d1e12e2
Apply URLhttps://recruiting.ultipro.com/uni1046ufmb/JobBoard/d8f90aad-672e-4f0a-bbc1-a17aa8cf1111/OpportunityDetail?opportunityId=a2e65852-2f42-4566-8a81-0a190d1e12e2
First Seen At2026-05-31 17:55:10Z
Last Seen At2026-06-06 10:19:25Z
Last Checked At2026-06-06 10:19:25Z
Last Changed At2026-05-31 17:55:10Z
Inactive At
Source Posted At2026-03-10 13:46:58Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.com|uni1046ufmb|d8f90aad-672e-4f0a-bbc1-a17aa8cf1111/date=2026-06-06/2026-06-06T10-19-24-336Z-b4d3f46195a82e0737788009fdd4f94bb035c3819eee7f503646c7f6fb9fa6c3.json
Event Fields
{
  "content_hash": "158a00e51a0a29adc6a65bdcd9e5916f9bdd9cd608523cf81ecd74a220824ccb",
  "source_hash": "debb0cd89e733da1c52daf3a1399585fc6f1ea254c8078e1f390fe59c6c1b3ac",
  "last_changed_at": "2026-05-31T17:55:10.044Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "W Financial Services Bldg, McLean, VA, United States",
    "city": "McLean",
    "region": "VA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:19:25.789Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "W Financial Services Bldg, McLean, VA, United States",
      "city": "McLean",
      "region": "VA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "a2e65852-2f42-4566-8a81-0a190d1e12e2",
  "Title": "Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)",
  "Distance": null,
  "Featured": false,
  "FullTime": true,
  "Locations": [
    {
      "Id": "c33c85f9-e36d-5dd4-961b-30dd57b9ba14",
      "Address": {
        "City": "McLean",
        "Line1": "2010 Corporate Ridge Road",
        "Line2": "Suite 530",
        "State": {
          "Code": "VA",
          "Name": "Virginia"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "22102"
      },
      "Coordinates": {
        "Latitude": 38.911776360549,
        "Longitude": -77.215576151952
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": false,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "W Financial Services Bldg"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-03-10T13:46:58.127Z",
  "JobCategoryName": "West Financial Services",
  "JobLocationType": 0,
  "OpportunityType": 0,
  "BriefDescription": "The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.",
  "MatchedLocations": [],
  "RequisitionNumber": "CLIEN009735"
}
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