Senior Client Services Specialist - Wealth Management

A financial services institution in Glen Allen, Virginia, is seeking a Client Assistant to act as a liaison between clients and Financial Advisors. The role requires strong customer service skills and at least 5 years in the financial services sector. The ideal candidate will manage client needs for brokerage and direct accounts, keep records, and support the Lead Client Assistant. This position offers competitive compensation and benefits, including a possibility of bonuses. #J-18808-Ljbffr