Senior Client Service Representative

3 weeks 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 team at Prime Capital Financial. As a key member of our wealth management practice, you will play a vital role in delivering exceptional client service and supporting the growth of our business.

Key Responsibilities
  • Provide top-notch client service and support to our clients and advisors
  • Manage and maintain accurate and up-to-date client information and records
  • Assist with the implementation and maintenance of our client engagement program
  • Develop and maintain strong relationships with our advisors and clients
  • Stay up-to-date with industry developments and best practices
Requirements
  • High school diploma required; Bachelor's degree preferred
  • Series 65 license preferred
  • Minimum 2 years of experience in the financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance


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