Wealth Management Client Services Associate | Path
Job in
Chesapeake, Virginia, 23322, USA
Listed on 2026-05-25
Listing for:
Seventy2 Capital Wealth Management
Full Time
position Listed on 2026-05-25
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A wealth management firm in Chesapeake, VA is seeking a Client Service professional to enhance client relations and provide exceptional service. This role involves processing account transactions, facilitating account openings, and educating clients about services. Candidates should possess strong communication skills and ideally have experience supporting financial advisors. The position presents opportunities for advancement and offers a robust benefits package including a 401(k) match, aimed at fostering professional growth in a dynamic environment.
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Position Requirements
10+ Years
work experience
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