Wf
Richmond or
Senior Client Associate
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Apply to Senior Client Associate at WfJob 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
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