Cary Street Partners · 12 hours ago
Client Service Associate
Fredericksburg, VA
Full-time
Onsite
Entry Level
3+ years expCary Street Partners is a financial services company seeking a Client Service Associate to support their Wealth Management Group. The role involves providing administrative support to Financial Advisors and assisting with client operations, ensuring a positive client experience through excellent service and attention to detail.
Asset ManagementVenture CapitalWealth Management
No H1B
Responsibilities
Provides a consistently positive client experience through excellent service and execution in maintaining client accounts
Displays exemplary client service skills and mindset operating with a high degree of accuracy, attention to detail, organizational skills, and follow-through
Displays deep industry knowledge in assisting clients
Follows strict adherence to all CSP compliance policies, procedures, and standards
Maintains client files & profiles in the contact management system
Leads account opening, money movements, account transfers, wires & all account maintenance & documentation
Enters data & builds client profile in eMoney
Prepares daily & weekly transaction ledgers
Handles alerts and action items from platforms
Regularly prioritizes and manages time-sensitive tasks
Masters custodial, portfolio management, and customer relationship management software and platforms
Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets
Manages meeting logistics, materials & presentations
Assists with formulation of policies and procedures for opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis
Performs various administrative functions for the office: answering and directing phone calls, managing incoming and outgoing mail & packages, ordering supplies, & maintaining office equipment
Assists Financial Advisors, Branch Office Manager, or Regional Manager with client or office events & initiatives
Maintains regular and reliable attendance
Qualification
Required
Excellent organizational skills and interpersonal capabilities
Detail oriented
Flexibility and ability to prioritize various projects
Initiative on tasks
Consistently positive client experience through excellent service
High degree of accuracy, attention to detail, organizational skills, and follow-through
Deep industry knowledge in assisting clients
Strict adherence to all CSP compliance policies, procedures, and standards
Maintains client files & profiles in the contact management system
Leads account opening, money movements, account transfers, wires & all account maintenance & documentation
Enters data & builds client profile in eMoney
Prepares daily & weekly transaction ledgers
Handles alerts and action items from platforms
Regularly prioritizes and manages time-sensitive tasks
Masters custodial, portfolio management, and customer relationship management software and platforms
Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets
Manages meeting logistics, materials & presentations
Assists with formulation of policies and procedures for opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis
Performs various administrative functions for the office: answering and directing phone calls, managing incoming and outgoing mail & packages, ordering supplies, & maintaining office equipment
Assists Financial Advisors, Branch Office Manager, or Regional Manager with client or office events & initiatives
Maintains regular and reliable attendance
Bachelors' degree required
Ability to work effectively on multiple projects
Collaborative team player with positive attitude
Unquestionable integrity and good judgment
Ability to learn new processes quickly, take initiative, and multi-task with little supervision
Excellent verbal and written skills
Ability to organize and prioritize work with attention to detail
Preferred
Three plus years prior experience
Experience in financial services industry with operations or sales assistant experience
Knowledge of Fidelity platform
Current SIE & 7 license or the ability to obtain these licenses
Company
Cary Street Partners
Cary Street Partners is a venture capital firm that specializes in wealth and asset management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$9.71MKey Investors
CIVC Partners
2025-04-07Private Equity· $7.68M
2024-06-17Series Unknown· $0.48M
2023-04-28Series Unknown· $0.95M
Leadership Team
Joseph Schmuckler
Chief Executive Officer
T
Thomas Tullidge, Jr.
Co-Founder, CSO, Legal and Finance, and MD
Recent News
2025-10-23
2025-10-17
2025-06-19
Company data provided by crunchbase