Wealth Management Client Services Associate | Growth Path

personal financial advisors

financial clerks all other

new accounts clerks

seventy2 capital wealth management

other financial investment activities employment services

Chesapeake, VA

March 20th, 2026

A wealth management firm in Chesapeake, VA is seeking a Client Service professional to enhance client relations and provide exceptional service. This role involves processing account transactions, facilitating account openings, and educating clients about services. Candidates should possess strong communication skills and ideally have experience supporting financial advisors. The position presents opportunities for advancement and offers a robust benefits package including a 401(k) match, aimed at fostering professional growth in a dynamic environment. J-18808-Ljbffr

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