Become a key contributor in a dynamic wealth management team. As a Client Service Associate, you'll ensure exceptional client experiences through detail-oriented operational support in an office setting.
This pivotal role requires a friendly and organized professional who thrives in a client-facing environment. As part of a small, values-driven team, you’ll support advisors with essential administrative functions. Key skills include attention to detail, effective communication, and familiarity with financial services.
Key Responsibilities:
• Greet clients and manage front-office hospitality
• Process paperwork for recent accounts and transactions
• Monitor client documentation and follow-ups
• Maintain CRM data and upload documents
• Support logistics for client events
Requirements:
• 3+ years in a client service or financial support role
• Experience with financial tools like Redtail and Microsoft Office
• Familiarity with DocuSign and Laserfiche preferred
• Strong attention to detail and organization
• Willingness to obtain Series 65 license
Contribute to creating seamless experiences for clients while supporting a committed team in day-to-day operations.
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Apply on Kit Job: kitjob.ca/job/2fsgxd
📌 Detail-Oriented Client Service Associate for Wealth Management Office (Raleigh)
🏢 Bill Good Marketing
📍 Raleigh
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