Wealth Management Client Services Specialist - On Site

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

Job summary

Cary Street Partners in Fredericksburg, VA, is seeking a Client Service Associate to provide primary support to the Wealth Management Group. You will assist Financial Advisors, handle administrative duties, and manage client operations including opening new accounts and ongoing maintenance.

The role requires excellent organizational and interpersonal skills, attention to detail, and the ability to prioritize multiple tasks.

Qualifications

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

Responsibilities

• Provide consistently positive client experience through service and execution in maintaining client accounts.
• Interact with clients, advisors, and vendors with a high degree of accuracy and follow-through.
• Assist in opening new accounts and account maintenance.
• Maintain client files and profiles in the contact management system.
• Collaborate with Financial Advisors to prepare correspondence and client deliverables.
• Travel for company training as needed and support office events.

Skills

Client service

Detail oriented

Organizational skills

Prioritization

Communication

Education

Series 7 license

Series 66 license

Tools

CRM software

Custodial systems

Portfolio management software

Job description

Cary Street Partners in Fredericksburg, VA, is seeking a Client Service Associate to provide primary support to the Wealth Management Group. You will assist Financial Advisors, handle administrative duties, and manage client operations including opening new accounts and ongoing maintenance.

The role requires excellent organizational and interpersonal skills, attention to detail, and the ability to prioritize multiple tasks.