Wealth Management Associate

7 days ago


Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time
Job Title: Client Service Associate

Location: Downtown Norfolk

We are seeking a passionate and enthusiastic associate to join our dynamic team at Lineage Wealth Management Inc. as a Client Service Associate.

This is an exceptional opportunity for an individual who excels at delivering outstanding client service, building relationships, and solving problems in a fast-paced environment.

Key Responsibilities:
  • Serve as the primary point of contact for clients, addressing inquiries and resolving issues efficiently.
  • Assist in managing client accounts and ensure a high level of client satisfaction.
  • Collaborate with team members to meet client needs and provide solutions.
  • Maintain accurate records and manage administrative tasks as required.

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: $45,000 - $60,000 per year (depending on experience)

About Us: At Lineage Wealth Management Inc., we strive to deliver exceptional client service and support to our clients. We are committed to providing a dynamic and challenging work environment that fosters growth and development.

We offer a competitive salary, opportunities for professional growth, and a collaborative team environment.

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