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Financial Services

Wealth Management Client Services Specialist II

Job in Petersburg, Virginia, 23803, USA
Listing for: Dynasty Financial Partners, LLC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services
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 company in Virginia seeks a Wealth Management Service Team Associate to join their team. This entry-level role focuses on Client Management, Operational Efficiency, and Project Management. Responsibilities include supporting Relationship Managers, maintaining client resources, and ensuring data accuracy. Candidates should have knowledge of MS Office, CRM tools, and multitasking experience. Benefits include health insurance, a retirement plan, and paid time off.
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