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Wealth Client Services Specialist

Job in Glen Allen, Henrico County, Virginia, 23060, USA
Listing for: Carlson Financial
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Job Description & How to Apply Below
A financial services firm in Virginia is hiring a Client Service Specialist to enhance client relationships within their growing team. Responsibilities include aiding clients through onboarding, servicing accounts, and preparing for client reviews. The ideal candidate will have experience in wealth management, strong organizational and communication skills, and be proficient with MS Office Suite. Join a workplace that values employee feedback and offers generous benefits in a supportive culture.
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