Client Service Associate Owned Finance
Job in
Williamsburg, James City County, Virginia, 23187, USA
Listed on 2026-01-12
Listing for:
Davenport & Co.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Williamsburg seeks a Client Service Associate to support financial advisors and enhance client relationships. This full-time position requires strong customer service skills and the ability to obtain Series 7 and 66 licenses. The candidate should also be detail-oriented and well-organized. Benefits include competitive salary, 401(k), wellness programs, and a friendly company culture.
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Position Requirements
10+ Years
work experience
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