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Senior Client Service Associate - Financial Advisory
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Virginia seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate has over five years of industry experience, excellent communication skills, and the ability to manage detailed tasks in a fast-paced environment. Responsibilities include onboarding clients, trading products, and assisting with client inquiries, ensuring compliance with regulations.
This role offers professional growth and active participation in a team-oriented culture.
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Position Requirements
10+ Years
work experience
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