Client Service Advocate - Stearns Financial Group

Hightower Advisors • Chapel Hill, NC

8d • Onsite

About The Position

Stearns Financial Group is a wealth management practice based in North Carolina that guides individuals and families to financial confidence and clarity. We combine our depth of service offerings with our team's collective experience to provide a range of wealth management services for individuals and families. We're looking for a Client Service Advocate to join our growing team and help deliver a quality experience for our clients. This role is important to keeping things running smoothly and ensuring our clients feel supported, informed, and taken care of. This is a great role for someone who enjoys working with clients, takes pride in doing things the right way, values accuracy, and enjoys being part of a collaborative team. The Client Service Advocate supports our advisors and clients by handling high-volume, day-to-day service requests. The work is process-driven and detail-oriented, and it plays a direct role in delivering a high-quality client experience. You will report to the Wealth Advisor and Operations Lead.

Requirements

• Minimum 2 years of customer service or related experience
• Proficiency with PCs including Microsoft Office software applications (Word, Excel, Power Point, Outlook) required
• Comfortable navigating new technology platforms
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Proficiency with Box, SalesForce CRM, & Black Diamond preferred
• Knowledge of Schwab Institutional and Fidelity desired

Responsibilities

• Be the primary contact for client inquiries, responding promptly and professionally.
• Help with scheduling client meetings (virtual or in-person).
• Provide follow-up after advisor meetings, ensuring all action items are completed.
• Handle confidential matters with discretion and escalate for advisor oversight.
• Process client cashiering requests including wires, ACH transfers, securities gifting, charitable donations, etc.
• Verify legitimacy of client directed requests.
• Communicate with advisors/trading managers to coordinate trade and cash management items.
• Monitor and resolve custodial alerts related to assigned client accounts.
• Initiate account openings and asset transfers.
• Coordinate with custodial support team to reach resolution on outstanding service issues.
• Provide technical and operational assistance to clients and advisors regarding the use of internal systems and financial custodians.
• Handle account maintenance items such as beneficiary changes, trustee updates, address changes, cost basis updates, etc.
• Ensure client documentation meets regulatory and practice standards.
• Maintain accurate documentation regarding client interactions and workflow items.
• Act following Fiduciary standards, maintaining data integrity and client privacy.
• Collaborate with advisors to provide support for client care and meeting preparation.
• Proactively provide advisors with client information helping client relationship continuity and overall portfolio management.

Benefits

• Open Paid Time Off
• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed