Wf
Richmond or

Senior Client Associate

OnsitePosted 2 days ago

We tailor your resume to this role and apply for you in seconds.

Apply to Senior Client Associate at Wf

Job details

Location
Richmond or
Work type
Onsite
Posted
2 days ago
Apply on
wf.wd1.myworkdayjobs.com

About this role

2+ years brokerage or client services support experience; client service focus; intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint); ability to prioritize and work in a compliance-driven environment; subject to FINRA background screening.

What you'll do at Wf:

  • assisting advisors
  • servicing clients
  • coordinating marketing

Apply to this Senior Client Associate role at Wf with a tailored resume on ApplyBolt.

Ready to apply to Wf?
We tailor your resume to this role and apply for you.

About Wf

Wf
Richmond or