Home › Companies › Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111 › Client 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
| Field | Value |
|---|---|
| Company | Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111 |
| Title | Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) |
| Normalized title | - |
| Department / team | West Financial Services |
| Location | McLean, VA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | UKG Pro Recruiting / Ultimate |
| Posted / first seen | 2026-03-10 / 2026-05-31 |
| Changed / last seen | 2026-05-31 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through UKG Pro Recruiting / Ultimate. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in McLean. | Open |
| Department jobs | Active postings in West Financial Services. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Recruiting Ultipro Com Uni1046ufmb D8f90aad 672e 4f0a Bbc1 A17aa8cf1111 |
| Source | f27c5cfb-e3ac-45ef-aeb7-c15309c174c8 |
| ATS provider | UKG 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 ID | e29b664cb1ac579d8adb7076e8c764ef4965b734 |
| Org ID | beb4644a-08e4-4b62-823b-67995c72933d |
| Source ID | f27c5cfb-e3ac-45ef-aeb7-c15309c174c8 |
| Board ID | f27c5cfb-e3ac-45ef-aeb7-c15309c174c8 |
| Provider | ukg |
| Provider Job Key | a2e65852-2f42-4566-8a81-0a190d1e12e2 |
| Title | Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | W Financial Services Bldg, McLean, VA, United States |
| Department | West Financial Services |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | VA |
| City | McLean |
| Salary Raw | 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. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://recruiting.ultipro.com/uni1046ufmb/JobBoard/d8f90aad-672e-4f0a-bbc1-a17aa8cf1111/OpportunityDetail?opportunityId=a2e65852-2f42-4566-8a81-0a190d1e12e2 |
| Apply URL | https://recruiting.ultipro.com/uni1046ufmb/JobBoard/d8f90aad-672e-4f0a-bbc1-a17aa8cf1111/OpportunityDetail?opportunityId=a2e65852-2f42-4566-8a81-0a190d1e12e2 |
| First Seen At | 2026-05-31 17:55:10Z |
| Last Seen At | 2026-06-06 10:19:25Z |
| Last Checked At | 2026-06-06 10:19:25Z |
| Last Changed At | 2026-05-31 17:55:10Z |
| Inactive At | — |
| Source Posted At | 2026-03-10 13:46:58Z |
| Source Updated At | — |
| Raw Payload Uri | s3://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"
}Get this page with API
Rendered from the bluedoor Job Postings API. Reproduce it:
GET https://api.bluedoor.sh/job-postings/v1/jobs/e29b664cb1ac579d8adb7076e8c764ef4965b734?include=descriptionJSONGET https://api.bluedoor.sh/job-postings/v1/orgs/beb4644a-08e4-4b62-823b-67995c72933dJSONGET https://api.bluedoor.sh/job-postings/v1/sources/f27c5cfb-e3ac-45ef-aeb7-c15309c174c8JSONGET https://api.bluedoor.sh/job-postings/v1/jobs/e29b664cb1ac579d8adb7076e8c764ef4965b734/eventsJSON