Wealth Management: Client Services Specialist
Job in
Abingdon, Washington County, Virginia, 24211, USA
Listed on 2026-08-06
Listing for:
Cary Street Partners
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
Cary Street Partners is seeking a Client Service Associate to provide primary support to the Wealth Management Group in an on-site Virginia office. The role supports Financial Advisors, handles client accounts, prepares materials, and ensures compliance with company policies.
Ideal candidates have 5+ years in financial services operations or sales support, and may hold an Associate degree or higher. Strong organizational, interpersonal, and communication skills are essential for success.
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