Client Service Associate Lead - NW Financial Advisors

Expiring today

Herndon, Virginia
Jan 18, 2023
Feb 07, 2023
Customer Service
Full Time

Northwest Financial Advisors LLC (NWFA), a registered investment advisor (RIA) and Northwest Financial Group LLC (NWFG), a referring broker/dealer, are owned by NWFCU. Our services include comprehensive financial planning, retirement planning, investment management and insurance. We are here to serve as our client's trusted financial life partner.


  • Develop and implement a training plan for new Client Service Assistants/Associates (CSAs)
  • Train CSAs on any new policies and procedures implemented in the firm to ensure they are being followed consistently across the firm
  • Ensure that all CSAs have the knowledge and skills to provide exceptional service to clients
  • Assist with training CSAs on new features and updates to technology used within the firm
  • Assist management with the implementation of new technology solutions and any related training specific to CSAs
  • Work with CSAs on ways to gain efficiencies by improving workflows, better leveraging technology and learning time management techniques
  • Inform CSAs of changes and upgrades to LPL technology by reviewing all LPL communications and relaying relevant information to keep staff informed and organizing meetings/training if necessary
  • Conduct technology workshops with staff quarterly, or more frequently if needed
  • Schedule, develop agenda and run CSA meetings at least quarterly
  • Provide CSAs with monthly Salesforce annual review reporting and ensure they are on schedule
  • Help to enhance the client experience by providing input on client and prospect materials used
  • Look for opportunities for improvements in processes and procedures that can be recommended to help staff gain efficiencies and/or improve the client experience
  • Act as the CSA liaison to Operations, ensuring good communication and workflow to enhance productivity and teamwork
  • Provide daily guidance and problem-solving assistance to CSAs as issues arise
  • Other duties as assigned
  • Adhere to Bank Secrecy Act (BSA) regulations, Internal Audit and all related Credit Union policies and procedures


  • FINRA Series 7 and 66 (or 63 and 65) Licenses
  • 10+ years of financial services experience
  • Excellent communication skills
  • Able to work independently and with a group
  • Able to prioritize activities

  • Bachelor's degree in Business related field
  • Experience with Salesforce, MoneyGuidePro, ClientWorks

EEO Notice

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or