Senior Client Services Specialist - Wealth Management

A leading financial institution in Virginia is seeking a Client Assistant to act as a liaison between clients and Financial Advisors. Responsibilities include assisting Financial Advisors, ensuring an exceptional customer experience, and managing client files. Candidates should have a minimum of 5-7 years of experience in the financial services sector, including 2+ years as a Registered Client Assistant, and must hold relevant FINRA registrations and licenses. This position also offers a comprehensive benefits package and potential for incentive compensation. #J-18808-Ljbffr