Client Services Specialist Financial Advisors
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial advisory firm in Alexandria, Virginia, is seeking a Client Associate who will provide exceptional client support and administrative tasks. The ideal candidate will have a Bachelor's degree and 3 to 6 years of relevant experience in financial services. Responsibilities include handling client inquiries, opening accounts, and preparing reports for financial advisors. The firm values a collaborative culture and offers opportunities for professional growth.
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