Wealth Management Client Services Associate

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

Benefits offered by this job

Comprehensive benefits package

Professional development opportunities

Job summary

A financial services firm in Virginia is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will have effective communication skills and the ability to excel in a detail-oriented environment. Responsibilities include responding to client inquiries, processing account changes, and preparing financial reports. Candidates should ideally possess a bachelor’s degree and relevant certifications like SIE and Series 7.

Qualifications

• 3+ years of experience in wealth management or advisory support.
• Experience in executing trades in client accounts.
• SIE, Series 7 & 63/65 or 66 licenses preferred.

Responsibilities

• Provide administrative support to Financial Advisors.
• Process accounts and maintain accurate client records.
• Prepare financial plans and reports for clients.

Skills

Effective communication skills

Attention to detail

Organizational skills

Analytical mindset

Proficiency in Microsoft Office

Education

Bachelor’s degree preferred

Tools

Financial planning software

CRM systems

Job description

A financial services firm in Virginia is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will have effective communication skills and the ability to excel in a detail-oriented environment. Responsibilities include responding to client inquiries, processing account changes, and preparing financial reports. Candidates should ideally possess a bachelor’s degree and relevant certifications like SIE and Series 7.