Wealth Management Client Services Specialist
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Financial Advisor / Consultant
LHH Recruitment Solutions is seeking a Client Services Associate to provide operational and client support for a busy advisory practice in a financial services setting. The role focuses on onboarding, documentation, and accurate client data management, with exposure to wealth planning workflows.
Ideal candidates bring 2+ years in client service or admin within financial services, strong communication, and the ability to prioritize multiple tasks. A Bachelor’s degree is preferred but not required.
We have an opening for a Wealth Management Client Services Specialist in Midlothian, VA, United States within Finance, Human Resources.
We are seeking a motivated Wealth Management Client Services Specialist to join LHH Recruitment Solutions in Midlothian, VA, United States.
Consider building your career as a Wealth Management Client Services Specialist at LHH Recruitment Solutions.
The Wealth Management Client Services Specialist position in the Finance, Human Resources field is open for applications.
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