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Client Services Coordinator

2 months ago

Cary, North Carolina, United States Raleigh Wealth Solutions Full time
Job Title: Client Services Administrator

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Raleigh Wealth Solutions in Cary, NC.

Job Summary:

The Client Services Administrator will be responsible for providing exceptional client service, managing client relationships, and supporting the financial advisor team.

Key Responsibilities:
  • Provide timely and accurate responses to client inquiries and requests
  • Manage client data and maintain accurate records
  • Coordinate client meetings and appointments
  • Prepare client review summaries and other reports
  • Assist with client onboarding and offboarding processes
  • Support the financial advisor team with administrative tasks
Requirements:
  • Associate's degree or equivalent experience
  • 2+ years of experience in a financial services or administrative role
  • Strong organizational and communication skills
  • Ability to work in a fast-paced environment
  • Securities licensed or willing to obtain
Benefits:
  • Competitive salary and benefits package
  • Opportunity for professional growth and development
  • Collaborative and dynamic work environment

Raleigh Wealth Solutions is a leading financial services firm dedicated to providing exceptional client service and support. If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, please apply today