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Wealth Management Client Services Specialist

  • Job type Posted on: Jul 22, 2026
  • Experience level ProspectBlue
  • Employment type Richmond, Virginia
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Wealth Management Client Services Specialist

Job Type :

Full-time

Job Location :

Richmond Virginia United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
ProspectBlue’s client, a wealth management firm in Richmond, VA, seeks an experienced Client Services Associate to support daily operations and client service. The role emphasizes organization, professional client interactions, and growth within a client-focused environment. Qualifications include a Bachelor’s degree with 3–5+ years in financial services, Series 7 and 63 licenses (or ability to obtain within 1 year), and strong communication skills. Proficiency in MS Office and CRM is expected. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jul 22, 2026

Reference Number:

14660_BBAB7F5528B4E22A0258CA58010434B0

Employment:

Full-time

Salary:

Not Available

City:

Richmond

Job Origin:

APPCAST_CPC

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ProspectBlue’s client, a wealth management firm in Richmond, VA, seeks an experienced Client Services Associate to support daily operations and client service. The role emphasizes organization, professional client interactions, and growth within a client-focused environment. Qualifications include a Bachelor’s degree with 3–5+ years in financial services, Series 7 and 63 licenses (or ability to obtain within 1 year), and strong communication skills. Proficiency in MS Office and CRM is expected. #J-18808-Ljbffr

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