Client Service Associate

Raymond James • Wilmington, NC

34d

About The Position

Sound Harbor Wealth Partners is a nationally recognized team in a boutique firm with the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration. Are you ready to connect? Read on and apply below.

Requirements

• Knowledge of Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Skill in Client Relationship Management (CRM) software, or similar contact management software.
• Microsoft Office 365 applications
• Effective communication across multiple client platforms (in-person, virtual, phone and mail)
• Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Provide a high level of customer service in a calm, professional manner.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.
• High School (HS) (Required)
• General Experience - 6 to 10 years

Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.
• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Placing trades as directed by, and on behalf of Wealth Partner
• Performs other duties and responsibilities as assigned.
• Manage and oversee office inventory

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED