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Wealth Management Client Services Specialist
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-07-27
Listing for:
ProspectBlue
Full Time
position Listed on 2026-07-27
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Prospect Blue’s client wealth management firm in Virginia Beach is hiring a Client Services Associate to support daily operations and client service activities. The ideal candidate will have a banking or financial services background, with excellent customer service and communication skills.
Key responsibilities include maintaining client records, assisting with account openings and transfers, processing money movements, and helping clients understand statements.
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