Top 5 Client services associate Jobs in Clarksburg, Wv

Financial Client Support Advisor
Beacon Wealth Management —Clarksburg, WV
- $45,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
1d
Retail Sales & Customer Solutions Representative with Shentel
Shentel —Weston, WV
- $45,000 - $60,000 a year
- Online Application
- Communication skills
- Entry level
- Paid training
- Paid holidays
Quick Apply

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Wealth Management Trainee (WV)
Bankers Life —Bridgeport, WV
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Entry Level – Financial Advisor
Equitable Advisors —Fairmont, WV
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$28,000 - $125,000 a year
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
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Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
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Financial Client Support Advisor

Beacon Wealth Management -
Clarksburg, WV

Quick Apply

Job Details

Full-time
$45,000 - $75,000 a year
1 day ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Teamwork
Financial services customer support
Managing clients in a customer support role
Leadership
Account opening

Full Job Description

Client Support Advisor

Beacon Wealth Management — Clarksburg, West Virginia
Full-Time | In-Office | Career Opportunity (Not a Job)

Base Salary: $45,000–$75,000 (Negotiable)

Entry / early-career: $45k–$55k

Experienced professional support: $55k–$65k

Licensed / advanced responsibility: $65k–$75k+

Benefits: Excellent | Incentives | Long-Term Growth Potential

We Are Building an Elite Team

Beacon Wealth Management is a high-performing, team-based financial advisory firm. We are intentional about who we hire, how we develop talent, and how we grow together.

We are seeking a Client Support Advisor— someone ready to grow based on performance, capability, licensing, and leadership.

The Opportunity

This role is designed for professionals who want:

A respected, stable starting position with real upward mobility
A team-based environment where success is shared
Structured training, mentorship, and proven systems
The ability to grow responsibility, influence, and income over time

We are willing to train, develop, and invest in the right person. We care just as much about character, work ethic, and coachability as we do experience.

The Role: What You’ll Do

This is a client service and advisor support role, not a sales or production position.

Key responsibilities include:

Processing new accounts and client service requests
Supporting advisors before, during, and after client meetings
Managing paperwork, follow-ups, and account coordination
Communicating professionally with clients and internal team members
Maintaining accuracy, organization, and workflow discipline
Playing a meaningful role in delivering a first-class client experience

Who We’re Looking For

This opportunity is ideal for someone who:

Wants a career
Thrives in professional, high-standard environments
Is organized, dependable, and accountable
Values teamwork, process, and excellence
Is ambitious and wants to grow skills, credentials, and leadership capacity

Strong candidates often come from backgrounds such as:

Financial services or banking
Accounting or bookkeeping
Legal or paralegal work
Medical or healthcare administration
Other professional or corporate environments

A college degree is strongly preferred.

Licensing is not required to start, but ambition, professionalism, and work ethic are non-negotiable.

Compensation, Incentives & Benefits

Base Salary: $45,000–$75,000, negotiable based on experience, capability, and licensing
As responsibilities, skills, and licensing expand, base compensation increases accordingly
Incentive opportunities become available as you progress within the firm
High performers who expand responsibility and leadership capacity can exceed this range over time

Benefits include:

Group health, vision, and dental insurance
401(k) with 6% employer match
Paid Time Off (PTO)
Paid holidays
Full-time, stable schedule with standard business hours

Career Growth & Advancement

This role is intentionally designed as a starting point for the right person.

Potential advancement paths include:

Senior Client Support Advisor
Associate Wealth Advisor
Lead Wealth Advisor
Senior Wealth Advisor
Operations or Service Team Leadership
Expanded advisory or leadership roles based on fit and performance

Our Culture

We operate with high standards, clear expectations, and mutual respect.

You can expect:

A professional, team-based environment
Clear processes and accountability
Training, mentorship, and leadership support
A growing firm that invests in people who invest in themselves

We value clarity, confidence, and control—in our work and in our careers.

Location

This is a full-time, in-office position located in Clarksburg, West Virginia.

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Ability to Commute:

Clarksburg, WV 26301 (Required)

Work Location: In person

Quick Apply

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client services associate jobs in clarksburg, wv

Financial Client Support Advisor

Retail Sales & Customer Solutions Representative with Shentel

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