High-Touch Client Service Associate Financial Services

Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing...

Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing...

Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing...

Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

A global wealth management firm is looking for a Registered Client Associate in Raleigh. This role involves managing relationships with high-net-worth clients, ensuring a personalized and high-touch experience. Candidates should have at least 5 years of experience in a client service role, hold active FINRA licenses, and possess strong communication and...

OverviewOlde Raleigh Financial Group is a boutique wealth management firm in Raleigh, NC, known for its calm, relationship-driven approach and high-touch client service. We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice.This...

Client Service Associate At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Discover what's possible with LPL Financial. As a Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. This pivotal...

Overview Olde Raleigh Financial Group is a boutique wealth management firm in Raleigh, NC, known for its calm, relationship-driven approach and high-touch client service. We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice. This...

Overview Olde Raleigh Financial Group is a boutique wealth management firm in Raleigh, NC, known for its calm, relationship-driven approach and high-touch client service. We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice. This...