Client Service Associate – Wealth Advisory Firm

Orange County, NC - USA

Yearly Salary: $ 80000 - 90000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Client Service Associate - Wealth Advisory Firm

A fast-growing wealth advisory practice based in Orange County is seeking aClient Service Associateto support its advisors. This is an opportunity to join a firm where client service professionalism and growth are prioritized.

If you have a strong attention to detail and a passion for helping clients this role might be for you. Youll work closely with senior team members and have a direct impact on the day-to-day operations of the firm.

Key Responsibilities:

Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Respond promptly and accurately to all client inquiries.
Handle all client scheduling for meetings with investment advisors.
Maintain accurate records and documentation in accordance with regulatory requirements and firm policies.
Uphold compliance standards and contribute to operational best practices within the firm.

Required Qualifications:

4 years of experience working in a wealth management firm in client relations.
Active Series 7 and Series 66 licenses.
Bachelors degree in Business or Finance
Knowledge of financial services products including equities bonds mutual funds options annuities and managed accounts.
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.

Compensation & Benefits:

Salary range: $80k-$90k
Health coverage including medical dental and vision insurance.
Retirement Plan
Paid Time Off

Required Experience:

Manager

Client Service Associate - Wealth Advisory FirmA fast-growing wealth advisory practice based in Orange County is seeking aClient Service Associateto support its advisors. This is an opportunity to join a firm where client service professionalism and growth are prioritized.If you have a strong attent...