Wealth Management: Client Service Associate
Cary Street Partners Financial
Cary Street Partners Financial in Fredericksburg, VA is seeking a Client Service Associate to support the Wealth Management Group. The role focuses on client account maintenance, new account setup, and operational support for Financial Advisors. Strong organizational and interpersonal skills are essential for effective interaction with clients, employees, and vendors. This on-site position requires attention to detail, proactive task prioritization, and adherence to compliance standards. #J-18808-Ljbffr Cary Street Partners Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management: Client Service Associate in Fredericksburg, VA vacancy
$55k - $65k
Description The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support...SuggestedWork at office- 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...Suggested
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