Wealth Management Client Services Specialist
Job in
Abingdon, Washington County, Virginia, 24211, USA
Listed on 2026-08-22
Listing for:
Cary Street Partners LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Services, Office Administrator/ Coordinator
Job Description & How to Apply Below
Cary Street Partners LLC is seeking a Client Service Associate to provide primary support to the Wealth Management Group. The role involves opening new accounts, maintaining client files, and assisting Financial Advisors with client operations and presentations.
The candidate should have strong organizational and interpersonal skills, be detail-oriented, and able to multi-task across multiple projects in an on-site Virginia office.
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