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Client Experience Associate - Wealth & Financial Planning

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Bluespring Wealth Partners
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm is seeking a Client Services Associate in Richmond, Virginia. This entry-level position focuses on delivering exceptional client experiences through proficient communication and operational support. Responsibilities include managing client inquiries, processing account updates, and maintaining organized records. Ideal candidates demonstrate strong attention to detail, a customer-first attitude, and proficiency in Microsoft Office. Offering competitive salary and benefits including 401(k) and tuition reimbursement opportunities.
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Position Requirements
10+ Years work experience
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