Client Service Associate - Farmville

Job Description Client Service Associate - Farmville, Virginia ProspectBlue is partnered with a highly respected wealth management firm to identify a Client Service Associate (CSA) to support the firm's Farmville, Virginia office. The Client Service Associate will support a highly experienced team of advisors with a strong client base and a local reputation for excellence. This opportunity is ideal for someone who wants real exposure to how a successful advisory business operates, not just task execution.

The team is specifically seeking a CSA who understands the why behind the work, can anticipate needs, and help elevate day-to-day operations and the overall client experience. What Makes This Opportunity Unique: Supporting a top-producing office and working with an established, high-volume team Join a branch with multiple CSAs and strong internal support-you will not be on an island Gain broad exposure to wealth management operations and advisor workflows Work in a tight-knit, drama-free culture with a strong "family-first" mindset Clear expectations around licensing with support, incentives, and long-term career upside Opportunity to grow knowledge, responsibility, and compensation organically over time Responsibilities: Serving as a key administrative and operational partner to 3 Financial Advisors Processing client requests including checks, wires, transfers, registrations, and account updates Assisting clients with monthly statements and annual tax documentation Acquiring and maintaining cost basis information Managing account paperwork and ensuring compliance with regulatory requirements Coordinating mailings, meetings, and client seminars Providing backup coverage and collaborating with fellow CSAs as needs arise Qualifications: College degree and/or relevant financial services or banking experience Series 7 and 66 (or Series 7, 63 & 65) preferred; must obtain required licenses within one year of hire Strong organizational skills with exceptional attention to detail Excellent communication and client service abilities Proficiency in Microsoft Outlook, Teams, Word, and Excel Ability to learn systems used to manage client and account data Understanding of, and commitment to, industry rules and compliance standards Professional demeanor and team-first mindset Salary & Benefits: Compensation is competitive and driven by experience and licensure, with increases and bonuses tied to licensing milestones. The firm offers a comprehensive benefits package, including: Safe harbor 401(k) with profit sharing Disability and life insurance High-deductible health plan with HSA On-site health center Paid Time Off Optional dental and vision coverage How to Apply: Interested candidates should submit a resume and cover letter to jamie.shield@prospectblue.com to start the screening/interview process!