Senior Client Service Specialist

5 days ago


Raleigh, North Carolina, United States Prime Capital Financial Full time
Job Title: Senior Client Service Specialist

We are seeking a highly skilled and experienced Senior Client Service Specialist to join our team at Prime Capital Financial. As a key member of our client service team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.

Key Responsibilities:
  • Provide personalized support and guidance to clients to ensure their needs are met and exceeded.
  • Collaborate with our team of advisors and portfolio managers to deliver comprehensive financial solutions to clients.
  • Develop and maintain strong relationships with clients through regular communication and proactive issue resolution.
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and provide expert advice to clients.
Requirements:
  • Bachelor's degree or equivalent experience in a related field.
  • Minimum 3 years of experience in client service or a related field.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Series 65 or equivalent registration.
Benefits:
  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Generous paid time off and holidays.


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