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Client Services Specialist Financial Accounts

Job in Newport News, Virginia, 23600, USA
Listing for: VetJobs
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist for Financial Accounts
A veteran-focused job placement service seeks a Client Service Associate in Newport News, Virginia. The role involves providing exceptional client service to Financial Advisors and assisting daily operations. Ideal candidates should have strong interpersonal skills, an active Series 7 certification, and experience in the financial services industry. Responsibilities include managing client inquiries, onboarding accounts, and supporting marketing strategies. This is an excellent opportunity for military-affiliated applicants.
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