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Client Service Manager

2 months ago

Raleigh, North Carolina, United States Prime Capital Financial Full time
About the Role

We are seeking a highly motivated and experienced Senior Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. As a Senior Client Service Specialist, you will play a key role in serving our clients and successfully operating our market locations under the direction of the Managing Director.

Key Responsibilities
  • Organize and manage a wide range of administrative and client support activities
  • Work independently to provide exceptional client service and support
  • Develop and maintain positive, productive relationships with advisors and their clients
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance
  • Collaborate with the team to achieve business objectives and goals
Requirements
  • High school Diploma required
  • Bachelor's Degree preferred or equivalent financial services industry experience
  • Series 65 preferred
  • Financial Investment Advisory Services Industry experience preferred
  • Google Suite, Salesforce, Microsoft Suite, and Adobe skills required
  • Successful completion of industry-standard background screening required
Benefits
  • Health, Dental, Vision, Group Life & Disability, HSA
  • 401(k)
  • Teladoc
  • Generous PTO
  • 12 Paid Holidays
  • EAP