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Senior Client Services Specialist - Financial Advisory
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-02-16
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services company based in Richmond, VA, is seeking a Sr. Client Service Associate to offer exceptional administrative support to financial advisors and maintain client relationships. The ideal candidate must possess effective communication skills and be detail-oriented, with a minimum of three years’ experience in the financial services industry. Responsibilities include client account management, scheduling meetings, and preparing various reports.
Join us to empower financial well-being and grow your career in a dynamic team environment.
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Position Requirements
10+ Years
work experience
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