Client Services Associate (Farmville)

Client Service Associate - Farmville, VirginiaProspectBlue is partnered with a highly respected wealth management firm to identify a Client Service Associate (CSA) to support the firm's Farmville, Virginia office. The Client Service Associate will support a highly experienced team of advisors with a strong client base and a local reputation for excellence.This opportunity is ideal for someone who wants real exposure to how a successful advisory business operates, not just task execution. The team is specifically seeking a CSA who understands the why behind the work, can anticipate needs, and help elevate day-to-day operations and the overall client experience.What Makes This Opportunity Unique:Supporting a top-producing office and working with an established, high-volume teamJoin a branch with multiple CSAs and strong internal support—you will not be on an islandGain broad exposure to wealth management operations and advisor workflowsWork in a tight-knit, drama-free culture with a strong "family-first" mindsetClear expectations around licensing with support, incentives, and long-term career upsideOpportunity to grow knowledge, responsibility, and compensation organically over timeResponsibilities:Serving as a key administrative and operational partner to 3 Financial AdvisorsProcessing client requests including checks, wires, transfers, registrations, and account updatesAssisting clients with monthly statements and annual tax documentationAcquiring and maintaining cost basis informationManaging account paperwork and ensuring compliance with regulatory requirementsCoordinating mailings, meetings, and client seminarsProviding backup coverage and collaborating with fellow CSAs as needs ariseQualifications:College degree and/or relevant financial services or banking experienceSeries 7 and 66 (or Series 7, 63 & 65) preferred; must obtain required licenses within one year of hireStrong organizational skills with exceptional attention to detailExcellent communication and client service abilitiesProficiency in Microsoft Outlook, Teams, Word, and ExcelAbility to learn systems used to manage client and account dataUnderstanding of, and commitment to, industry rules and compliance standardsProfessional demeanor and team-first mindsetSalary & Benefits:Compensation is competitive and driven by experience and licensure, with increases and bonuses tied to licensing milestones. The firm offers a comprehensive benefits package, including:Safe harbor 401(k) with profit sharingDisability and life insuranceHigh-deductible health plan with HSAOn-site health centerPaid Time OffOptional dental and vision coverageHow to Apply:Interested candidates should submit a resume and cover letter to jamie.shield@prospectblue.com to start the screening/interview process!