Senior Client Services Specialist - Wealth Management

A regional financial institution is seeking a Client Assistant in Fredericksburg, Virginia. This role involves acting as a liaison between clients and Financial Advisors, ensuring exceptional client experiences. Candidates must have at least 5-7 years of experience in financial services, particularly as a Registered Client Assistant. Proficiency in Microsoft Office and strong customer service skills are essential. The role also includes mentoring junior positions and upholding compliance with company policies. #J-18808-Ljbffr