Brokerage Consultants Inc.

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;"><strong>Client Service Associate </strong>| Raleigh, NC (In Office) | ~$70k; flexible based on qualifications</span></span></div>

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<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. </span></span></div>

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<div dir="ltr"><strong><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Responsibilities:</span></span></strong></div>

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Coordinate client meetings and serve as point of contact for greeting clients in-office   </span></span></div>

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Assist with account opening/applications, money movement, reporting, and client service requests</span></span></div>

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Assist in creation of personalized financial plans for client/prospect meetings </span></span></div>

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Data entry/cleaning in CRM </span></span></div>

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<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;"><strong>Requirements:</strong><br>
Bachelor’s Degree; 2+ years of prior client service experience in a relevant setting</span></span></div>

<div dir="ltr"><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Must hold or be willing to obtain Life and Health insurance licenses, FINRA SIE, Series 7, 63 and 65 </span></span></div>

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<div dir="ltr"><em><span style="font-size: 12.0px;"><span style="font-family: Arial , Helvetica , sans-serif;">Compensation will be competitive and at market rate. </span></span></em></div>
