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Financial Services Bank Customer Service

Client Services Associate - Financial Advisor Support

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Towne Bank
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service
Job Description & How to Apply Below
A financial services institution in Richmond, Virginia, seeks an individual to assist financial advisors and clients. The role requires excellent customer service, strong written and verbal communication skills, and at least three years of experience in the retirement plan industry. Candidates should be organized, capable of working under pressure, and possess good analytical skills. Responsibilities include answering calls, maintaining client accounts, and preparing documentation.

A high school diploma is required.
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Position Requirements
10+ Years work experience
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