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Client Services Associate; Licensed
Job in
Roanoke, Roanoke County, Virginia, 24000, USA
Listed on 2026-07-17
Listing for:
EvolutionHR
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
EvolutionHR is supporting a local financial institution in their search for a Client Services Associate (Experienced).
MUST have Active Series 7 & 66*
* This role requires prior experience in a financial planning or wealth management environment.*
Providing critical client support to the entire base of client accounts, this position will be a key point of contact. Supporting the advisory group by ensuring day to day runs smoothly. This position will aide in client onboarding and serve as a key point of contact to existing clients
Key job responsibilities include (but not limited to
- First point & key point of contact for resolving any relevant issu
- es Documentation within the C
- RMCompliance and record keepi
- ntsAt least- 5 years of experience as a Client Service Associate (wealth management, financial planning or broker/dealer environmen
Position Requirements
10+ Years
work experience
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