Client Service Associate

Fidelity Bank • Fuquay-Varina, NC

6d

About The Position

The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery.

Requirements

• Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience.
• Strong attention to detail with the ability to manage multiple priorities in a fast paced environment.
• Proficiency with Microsoft Office and CRM systems.
• Service oriented with a focus on consistency and client satisfaction.
• Strong organizational and follow-through skills.

Responsibilities

• Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate.
• Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables.
• Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions.
• Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners.
• Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert.
• Assist with service requests, documentation updates, and routine account maintenance.
• Prepare meeting materials, reports, and presentations for client reviews and advisor meetings.
• Coordinate scheduling, meeting logistics, and follow-up actions.
• Maintain organized electronic files and documentation in accordance with Bank standards.
• Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks.
• Support process consistency and service excellence by following established procedures and identifying opportunities for improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level