Careers
Our Values
Communication that is timely, transparent, and topical
Collaboration with you as well as other professionals and people within your network
Care exhibited by acknowledging the unique situation of each client and team member
Process that is efficient, effective, and beneficial
People are honored and served with a collective effort
Planning discipline applied in all endeavors
Client Service Associate
Williamsburg, VA
As our firm grows, we are looking for the right person to join our team to assist with client service requests and the maintenance of our clients’ financial plans. This is an existing role designed to assist the firm’s wealth advisors with review meeting preparation, interfacing with clients, and managing CRM details. We have a robust process with accompanying process manual. We strive to provide an environment that is team-oriented, engaging and allows employees to do their best each day.
View full responsibilities, qualifications, and compensation here. When you are ready to apply, please send us your resume and cover letter using the link below.
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