Wealth Management Client Service Associate

2 weeks ago

Cary, North Carolina, United States RFG Advisory Full time
About Us

RFG Advisory is a leading financial services firm dedicated to providing personalized wealth management solutions. We pride ourselves on our commitment to excellence, integrity, and client satisfaction.

Position Overview

We are seeking a highly motivated and experienced Client Service Associate to join our dynamic team. The ideal candidate will have at least five years of experience in a similar role and possess a strong business owner mindset. This role requires a team player who can lead and collaborate effectively, ensuring the highest level of client service and satisfaction.

Key Responsibilities
  • Deliver exceptional client service and support, ensuring client satisfaction and retention.
  • Support financial advisors with client onboarding, account management, and administrative tasks.
  • Handle client communications efficiently, including responding to inquiries and providing timely updates on account status.
  • Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements.
  • Coordinate and schedule client meetings, ensuring all necessary materials are prepared and follow-up actions are completed promptly.
  • Maintain and update client records, ensuring data integrity and secure storage of information.
  • Work collaboratively with team members to develop and implement effective client service strategies.
  • Identify and propose process improvements, contributing to the team's efficiency and effectiveness.
What We Offer
  • Competitive salary range of $60,000 - $70,000 with potential for growth.
  • Opportunities for career development and advancement.
  • A supportive and collaborative work environment.
  • Comprehensive benefits package.
Requirements
  • At least five years of experience in a similar role, preferably within the financial services industry.
  • In-depth understanding of financial products, services, and regulations.
  • Exceptional communication and interpersonal skills.
  • Demonstrated ability to work effectively in a team environment and lead initiatives.
  • Highly detail-oriented with excellent organizational and time management skills.
  • Proficient in Microsoft Office Suite and Salesforce or other CRM software, with a strong aptitude for learning new technologies.
  • Possess an entrepreneurial mindset with a proactive approach to problem-solving and decision-making.
  • Technologically proficient with the desire and ability to learn new technologies.

  • Client Services Coordinator

    4 weeks ago

    Cary, North Carolina, United States Raleigh Wealth Solutions Full time

    Job Title: Client Services AdministratorWe 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...

  • Client Services Coordinator

    4 weeks ago

    Cary, North Carolina, United States Raleigh Wealth Solutions Full time

    Job Title: Client Services AdministratorWe 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...

  • Wealth Support Specialist

    4 weeks ago

    Cary, North Carolina, United States Truist Financial Corporation Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our advisors and clients.Key Responsibilities:Triage and delegate client and advisor...

  • Veterinary Client Service Representative

    3 weeks ago

    Cary, North Carolina, United States BluePearl Full time

    About the RoleWe are seeking a compassionate and detail-oriented Veterinary Client Service Coordinator to join our team at BluePearl Pet Hospital in Cary, NC.Key ResponsibilitiesGreet and welcome clients and their pets in a friendly and professional manner.Assess client needs and provide emotional support during difficult situations.Respond to non-patient...

  • Cloud Infrastructure Specialist

    3 weeks ago

    Cary, North Carolina, United States Beta Plus Technologies, Inc. Full time

    About BetaNXTBetaNXT is a leading provider of innovative wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in cutting-edge platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our collaborative approach empowers our clients to deliver a comprehensive, end-to-end advisor...

  • Client Experience Manager

    1 day ago

    Cary, North Carolina, United States WithersRavenel Full time

    About the RoleWe are seeking a highly skilled Client Experience Manager to join our team at WithersRavenel. As a key member of our Client Experience team, you will be responsible for leading client engagement and project delivery for municipal clients throughout the North Carolina market.Key ResponsibilitiesMaintain and grow high-value relationships with...

  • Client Experience Manager

    4 weeks ago

    Cary, North Carolina, United States WithersRavenel Full time

    About the RoleWe are seeking a highly skilled Client Experience Manager to join our team at WithersRavenel. As a key member of our Client Experience team, you will be responsible for leading client engagement and project delivery for municipal clients throughout the North Carolina market.Key ResponsibilitiesMaintain and grow high-value relationships with...

  • Customer Service Ambassador

    4 weeks ago

    Cary, North Carolina, United States Service Corporation International Full time

    Our associates celebrate lives. We celebrate our associates.At Service Corporation International, we're dedicated to providing exceptional service to our clients and their families. As a Receptionist (Part-Time), you'll play a vital role in ensuring a warm and welcoming experience for everyone who walks through our doors.**Key Responsibilities:*** Greet...

  • Client Support Associate

    3 hours ago

    Cary, North Carolina, United States Optimal Solutions Full time

    Job Title: Client Support SpecialistWe are seeking a highly motivated and customer-focused individual to join our Client Support Specialist team at Optimal Solutions. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Job SummaryThe Client Support Specialist will be responsible...

  • Financial Services Representative

    19 hours ago

    Cary, North Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...

  • Financial Services Representative

    3 weeks ago

    Cary, North Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify and...

  • Veterinary Client Service Coordinator

    6 hours ago

    Cary, North Carolina, United States BluePearl Full time

    About the RoleWe are seeking a compassionate and organized Veterinary Client Service Coordinator to join our team at BluePearl Pet Hospital. As a key member of our hospital team, you will be responsible for providing exceptional client service and ensuring a seamless experience for our clients and their pets.Key ResponsibilitiesGreet and welcome clients,...

  • Veterinary Client Service Representative

    15 hours ago

    Cary, North Carolina, United States BluePearl Full time

    About BluePearlWe are a leading provider of veterinary care, dedicated to delivering exceptional service and compassion to our patients and their families.As a Veterinary Client Service Coordinator at BluePearl, you will play a vital role in ensuring the smooth operation of our hospital, providing exceptional client service, and supporting our veterinary...

  • Financial Services Representative

    4 hours ago

    Cary, North Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing tailored solutions for risk protection, financial security, and...

  • Sales Associate

    2 weeks ago

    Cary, North Carolina, United States Drybar Shops Full time

    About Drybar ShopsDrybar is a blow dry-only bar that focuses on providing exceptional customer service and creating a unique experience for our clients. We are seeking a talented Sales Associate to join our team and help us deliver on our promise of providing an unforgettable experience.ResponsibilitiesLead the client experience from check-in to check-out,...

  • Sales Associate

    4 weeks ago

    Cary, North Carolina, United States Drybar Shops Full time

    About Drybar ShopsDrybar is a blow dry-only bar that focuses on providing exceptional customer service and creating a unique experience for our clients. We are looking for talented individuals to join our team as Sales Associates.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will...

  • Client Support Specialist

    3 weeks ago

    Cary, North Carolina, United States Dude Solutions Full time

    Client Support SpecialistWe are seeking a highly skilled and customer-focused Client Support Specialist to join our team at Dude Solutions. As a key member of our support team, you will be responsible for providing exceptional support to our clients through various communication channels.Key Responsibilities:Technical Support: Assist clients with technical...

  • Senior Maintenance Manager

    2 weeks ago

    Cary, North Carolina, United States BH MANAGEMENT SERVICES LLC Full time

    Job SummaryBH Management Services LLC is seeking a highly skilled and experienced Senior Maintenance Manager to join our team. As a key member of our maintenance team, you will be responsible for overseeing the maintenance and repair of our properties, ensuring that they are safe and well-maintained for our residents.Key ResponsibilitiesOversee the...

  • Food Service Director

    3 weeks ago

    Cary, North Carolina, United States Healthcare Services Group Full time

    About the RoleWe are seeking a highly skilled and experienced Food Service Director to join our team at Healthcare Services Group. As a key member of our team, you will be responsible for managing the food service program in a single site, ensuring that food quality standards, inventory levels, and customer service expectations are met.Key...

  • Client Solutions Representative

    2 weeks ago

    Cary, North Carolina, United States PFS - Frisco, TX Full time

    About the OpportunityWe are seeking a highly motivated and entrepreneurial individual to join our team as a Client Solutions Representative. As a key member of our organization, you will be responsible for developing and driving growth, while providing exceptional customer service and leadership.Key Responsibilities:Develop and manage relationships with...