Client Service Associate
RIA Recruiting•Wilmington, NC
•Onsite
About The Position
Allegiance Financial Group Advisory Services, an established financial planning and investment management firm located in Wilmington, NC currently has an excellent career opportunity for a full-time Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients, many of whom have been with the firm for many years.
Requirements
- High attention to detail
- Excellent communication skills
- Must work well in a team environment
- Must have a “client service +” attitude
- Ability to work autonomously after our training period
- Ability to manage your time efficiently
- 2 years of professional office experience
Responsibilities
- Provide direct support to clients of multiple advisors in the firm
- Answer client calls and respond to client service requests primarily using Schwab
- Maintain updated information in our CRM – Redtail
- Complete and track account paperwork and transfers
- Schedule client review meetings and assist with meeting prep
- Assist with prospect and new client onboarding processes
- Help coordinate client and team events
Benefits
- Quarterly incentive bonus plan (after 6 months)
- 401(k) with 3.5% match (after 90 days)
- Portion of health insurance paid by company
- Collegial office environment
- Room for growth and training
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
