Senior Client Services Specialist - Wealth Management

A financial services institution in Charlottesville, Virginia is seeking an experienced Registered Client Assistant. The role involves serving as a liaison between clients and Financial Advisors, ensuring outstanding customer experiences, and maintaining client needs for both brokerage and direct accounts. Candidates should have a high school diploma and 5-7 years of experience in the financial services industry. Strong analytical and customer service skills are necessary. The position offers a competitive salary and the opportunity to participate in incentive compensation plans. #J-18808-Ljbffr