Wealth Management Associate
7 days ago
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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