Wealth Management: Client Service Associate

Cary Street Partners Financial; Fredericksburg (VA); On-site; USD 55,000 - 65,000; Full time

Job summary

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.

Qualifications

• Experience in a similar role within the financial services industry preferred.
• Experience with custodial and client relationship management systems preferred.
• Series 7 and 66 licenses preferred, or ability to obtain upon hire.

Responsibilities

• Provides a consistently positive client experience through excellent service and execution in maintaining client accounts and responding to requests.
• Maintains client files and profiles in the contact management system and ensures accuracy of documentation.
• Evaluates account documentation and client instructions to identify discrepancies or compliance concerns.
• Communicates directly with custodians and clearing firms on routine client matters.
• Collaborates with Financial Advisors to prepare correspondence, client proposals, and presentations.
• Supports office operations including answering calls, mail, ordering supplies, and maintaining equipment.
• Travel may be required for training and CSA-specific events.
• Maintains regular and reliable attendance.

Skills

Organizational skills

Interpersonal skills

Attention to detail

Time management

Tools

CRM software

Job description

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.