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Wealth Management Client Services Associate

Job in McLean, Fairfax County, Virginia, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years of experience in the financial sector. Responsibilities include managing client accounts, answering inquiries, and facilitating relationships with clients. A High School Diploma is required, as well as relevant financial licenses.

This role offers a supportive and collaborative work environment.
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Position Requirements
10+ Years work experience
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