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Posted: Tue Mar 12 2024

Client Service Associate

Raleigh, North Carolina

Direct Hire

Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications
Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. 
Coordinate client meetings and serve as point of contact for greeting clients in-office   
Assist with account opening/applications, money movement, reporting, and client service requests
Assist in creation of personalized financial plans for client/prospect meetings 
Data entry/cleaning in CRM 
Bachelor’s Degree; 2+ years of prior client service experience in a relevant setting
Must hold or be willing to obtain Life and Health insurance licenses, FINRA SIE, Series 7, 63 and 65 
Compensation will be competitive and at market rate. 

Brokerage Consultants Inc.