Client Service Associate

Bill Good Marketing•Raleigh, NC

8h•$55,000 - $75,000•Onsite

About The Position

Olde Raleigh Financial Group is a boutique wealth management firm in Raleigh, NC, known for its calm, relationship-driven approach and high-touch client service. We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice. This is an in-office, salaried position ideal for someone who thrives in a client-facing support role and enjoys being part of a small, values-aligned team with a long history of client trust. You’ll be the first face clients see when they walk through the door—and a key contributor behind the scenes. As the Client Service Associate, you’ll provide operational and administrative support to a team of four advisors, helping ensure an exceptional client experience from onboarding through ongoing service.

Requirements

3+ years in a CSA or financial services support role
Experience with Fidelity, Redtail, and Microsoft Office
Strong attention to detail, organization, and follow-through
Series 65 license (or willingness to obtain within first year)

Nice To Haves

Familiarity with DocuSign, Laserfiche, and Levitate preferred
Prior exposure to financial paperwork and client service in an advisory firm

Responsibilities

Greeting clients, answering phones, and managing front-office hospitality
Preparing and processing paperwork for new accounts, ACATs, RMDs, and other routine transactions
Monitoring client documentation status (signatures, transfers, follow-ups)
Maintaining CRM data (Redtail, Levitate) and uploading documents via Laserfiche
Supporting digital workflows via DocuSign and coordinating logistics for client events
Providing occasional backup on 401(k) plan servicing and basic marketing coordination
Assisting with internal operations such as check deposits and calendar management