About this role
Client Service Associate at Cary Street Partners Financial. Location: Charlottesville, Virginia, United States. Role: supporting advisors, maintaining accounts, preparing documents Requirements: Bachelor's degree required. Strong client service, organizational, and communication skills. Experience in financial services operations or sales support preferred; familiarity with Fidelity platform and MS Office; SIE and Series 7 preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Fidelity platform, Microsoft PowerPoint, Microsoft Excel Certifications: sie, series 7 Commitment: Full Time Workplace: Onsite Languages: English