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Client & Advisor Support

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
Position: Client Experience & Advisor Support
A leading financial firm seeks a Registered Client Service Associate in Richmond, Virginia to enhance client relationships and support financial services. Responsibilities include client onboarding, managing inquiries, and collaborating with Financial Advisors. The ideal candidate has strong communication skills, industry knowledge, and experience with client service. Preferred qualifications include a high school diploma and active Series 7 and 66 licenses.

Join a team committed to diversity and exceptional client care.
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