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.
Responsibilities:
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
Requirements:
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.