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Financial Analyst Financial Advisor Financial Services Accounting & Finance

Wealth Management Client Services Associate

Job in Manassas, Prince William County, Virginia, 22110, USA
Listing for: Raymond James
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor, Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Virginia is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will have effective communication skills and the ability to excel in a detail-oriented environment. Responsibilities include responding to client inquiries, processing account changes, and preparing financial reports. Candidates should ideally possess a bachelor’s degree and relevant certifications like SIE and Series 7.
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Position Requirements
10+ Years work experience
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