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Wealth Management Client Ops & Planning Associate
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-17
Listing for:
BBG Ventures, LLC
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
BBG Ventures, LLC is seeking a Client Operations & Financial Planning Associate to provide exceptional client service in wealth management. This role involves coordinating client communications, maintaining accurate records, and supporting advisors in day-to-day client needs.
The ideal candidate will have a strong attention to detail, experience with CRM systems, and the ability to manage multiple priorities in a fast-paced environment. Experience in wealth management or financial services is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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