Wealth Management Client Services Specialist

Cary Street Partners LLC; Abingdon, Northern (VA, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

On-site role

Job summary

Cary Street Partners LLC is seeking a Client Service Associate to provide primary support to the Wealth Management Group. The role involves opening new accounts, maintaining client files, and assisting Financial Advisors with client operations and presentations.

The candidate should have strong organizational and interpersonal skills, be detail-oriented, and able to multi-task across multiple projects in an on-site Virginia office.

Qualifications

• Organizational and interpersonal skills are essential.
• Detail orientation and ability to prioritize multiple projects.
• Experience in financial services is preferred.
• SIE & 7 licenses or ability to obtain are a plus.

Responsibilities

• Support Financial Advisors and the Wealth Management Group with administrative duties.
• Open new accounts and maintain client files and documents.
• Prepare client correspondence, proposals, and presentations.
• Coordinate meetings, calendars, and logistics for client events.

Skills

Organizational skills

Interpersonal skills

Attention to detail

Multi-tasking

Initiative

Client service

Education

Associate degree or equivalent

Tools

CRM software

Portfolio management software

Custodial platforms

Job description

Cary Street Partners LLC is seeking a Client Service Associate to provide primary support to the Wealth Management Group. The role involves opening new accounts, maintaining client files, and assisting Financial Advisors with client operations and presentations.

The candidate should have strong organizational and interpersonal skills, be detail-oriented, and able to multi-task across multiple projects in an on-site Virginia office.