Private Client Associate - Client Relationships & Impact
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2025-12-22
Listing for:
Janney
Full Time
position Listed on 2025-12-22
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Richmond, Virginia is seeking a Private Client Associate to assist in client relationship management and support financial advisors. The role involves marketing and growing client connections, along with administrative responsibilities. Strong customer service and communication skills are essential, along with proficiency in Word, Excel, PowerPoint, and Outlook. The firm values a diverse workforce and offers competitive benefits, including paid parental leave and professional development assistance.
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Position Requirements
10+ Years
work experience
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