Financial Services Liaison

6 days ago


Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time
Job Description:
As a Client Service Associate at Lineage Wealth Management Inc., you will play a critical role in delivering exceptional client service and support. Your responsibilities will include serving as the primary point of contact for clients, addressing inquiries and resolving issues efficiently, managing client accounts, and collaborating with team members to meet client needs and provide solutions.

Requirements:
  • Must pass Virginia Life & Health Insurance License within 180 days.
  • Required: 1 year of business experience.
  • Required: 1 year of administration experience.
  • Ability to pass an FBI background check and drug test.
  • Strong communication and interpersonal skills.
  • Detail-oriented with excellent organizational abilities.

Salary: $50,000 - $65,000 per year (depending on experience)

About Us: At Lineage Wealth Management Inc., we value our employees and offer a competitive salary, opportunities for professional growth, and a collaborative team environment. We are committed to delivering exceptional client service and support while fostering a dynamic and challenging work environment that encourages growth and development.

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