Wealth Management Client Services Associate

Raymond James; Fairfax (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plans

Paid time off and parental leave

Job summary

A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor's degree preferred, and strong communication and organizational skills. This role offers a chance to work in a dynamic environment and contribute to a client-first culture.

Qualifications

• Bachelor's degree preferred.
• 3+ years of experience in wealth management or advisory support.
• SIE, Series 7 & 63/65 or 66 certifications required.

Responsibilities

• Provide administrative support to Financial Advisors and clients.
• Respond to client inquiries regarding accounts and transactions.
• Process account openings and maintenance requests.
• Gather and organize client financial data.
• Prepare client-ready reports and presentations.

Skills

Effective communication

Attention to detail

Organizational skills

Client-first attitude

Experience with financial planning software

Proficiency in Microsoft Office

Education

Bachelor’s degree

3+ years in wealth management or advisory support

Tools

CRM systems

Portfolio management tools

Job description

A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor's degree preferred, and strong communication and organizational skills. This role offers a chance to work in a dynamic environment and contribute to a client-first culture.