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Client Services Pro - Series Licensed, Focused
Job in
Fredericksburg, Stafford County, Virginia, 22403, USA
Listed on 2026-07-15
Listing for:
ProspectBlue
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Prospect Blue client in Fredericksburg, VA seeks a Registered Client Services Associate to support daily operations and client service activities. Licensing (Series 7 and 63) is required or obtainable within 1 year.
Ideal candidates have 3–5+ years in financial services, strong communication, and CRM/MS Office proficiency. Responsibilities include serving as the first point of contact for clients, supporting two advisors, maintaining records in compliance, and handling account actions and admin
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