Wealth Management Client Service Associate (On-Site)

Cary Street Partners LLC; Fredericksburg, Northern (VA, KY); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Cary Street Partners LLC seeks a Client Service Associate for our Fredericksburg, VA on-site office. You will support the Wealth Management Group, interact with clients and vendors, and handle account opening and maintenance with precision and professionalism.

You will review custodian paperwork, maintain client files, collaborate with Financial Advisors on proposals and deliverables, and communicate with custodians as needed.

Qualifications

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

Responsibilities

• Provides primary support to the Wealth Management Group and interacts with employees, clients, and vendors.
• Opens and maintains client accounts and provides administrative duties.
• Maintains client files & profiles in the contact management system.
• Collaborates with the Financial Advisor to prepare correspondence, proposals, and client deliverables.
• Communicates with custodians and clearing firms on routine matters.
• Ensures compliance with CSP policies and maintains high ethical standards.
• Travels for company training and CSA events.
• Maintains regular attendance.

Skills

Client service

Organizational skills

Interpersonal skills

Attention to detail

Prioritization

Education

Series 7 license preferred

Series 66 license preferred

Tools

Custodial systems

Portfolio management software

CRM software

Job description

Cary Street Partners LLC seeks a Client Service Associate for our Fredericksburg, VA on-site office. You will support the Wealth Management Group, interact with clients and vendors, and handle account opening and maintenance with precision and professionalism.

You will review custodian paperwork, maintain client files, collaborate with Financial Advisors on proposals and deliverables, and communicate with custodians as needed.