Wealth Management Client Services Specialist - On Site
Cary Street Partners
Cary Street Partners in Fredericksburg, VA, is seeking a Client Service Associate to provide primary support to the Wealth Management Group. You will assist Financial Advisors, handle administrative duties, and manage client operations including opening new accounts and ongoing maintenance. The role requires excellent organizational and interpersonal skills, attention to detail, and the ability to prioritize multiple tasks. #J-18808-Ljbffr Cary Street Partners
Vacancy posted 1 day ago
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