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Wealth Client Services Associate II
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-06-21
Listing for:
Clarke Financial Management
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Clarke Financial Management in Virginia Beach, VA is seeking a Client Service Associate II. You will collaborate with the Concierge Department to deliver outstanding wealth management services to clients. Responsibilities include reviewing investment account applications, communicating with clients, and managing service requests.
The ideal candidate has 3-5 years of experience in the wealth management industry, a bachelor's degree, and FINRA licenses. We offer a competitive salary ranging from $50,000 to $80,000 along with holistic benefits to balance work and life commitments.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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