More jobs:
Wealth Client Services Associate: Advisors
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-12
Listing for:
ProspectBlue
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A respected wealth management firm in Richmond, VA is seeking an experienced Client Services Associate to enhance daily operations and client service activities. The role includes serving as the first point of contact for clients, assisting financial advisors, and maintaining accurate client records. Candidates should hold a Series 66 license or be able to obtain one quickly and have a strong background in financial services.
This full-time position emphasizes organization and communication skills within a professional environment.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×