330 John Carlyle Street,
Focused on serving retirees’ wealth and financial planning needs, Campbell Wealth Management is a leading, fast-paced, and growing financial planning firm based in Northern Virginia and serves the Washington D.C. Metro Area. CWM seeks to add an experienced financial support professional with exceptional interpersonal skills and a desire to support retirees and those in the process of retiring.
The Client Services Associate (CSA) provides a wide variety of support services to the Wealth Management Team. A CSA follows established procedures to perform standard tasks, resolve questions and problems, and has routine contact with clients and vendors to obtain, clarify, or provide facts and information while sustaining a professional image. The CSA reports to the Client Service Associate Manager and is dedicated to helping Wealth Managers and the firm’s clients.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.