Client Service Representative - Hillsborough, NC

Advisor Talent Solutions•Hillsborough, NC

5h•$55,000 - $65,000•Hybrid

About The Position

Rosewood Wealth Management is a fast-growing financial planning firm in Hillsborough, NC that prides itself on delivering an outstanding client experience from the very first interaction. We are seeking a highly organized, process-driven Client Service Representative to support both client service and operational workflows. This role is ideal for someone who thrives in a detail-heavy, fast-paced environment, communicates clearly with clients and teammates, and enjoys being a central part of delivering a smooth and confidence-building client experience. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently.

Requirements

Associate’s degree required
1+ years’ experience in the financial industry
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Google Workspace
Self-starter who takes initiative and works well independently
Excellent communication; written and verbal, professional and well spoken
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Process ongoing service requests such as beneficiary updates, address changes, and other client or account-related changes, ensuring accuracy and completeness of all documentation
Prepare and submit forms, coordinate signatures, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements
Monitor pending requests and proactively follow up with custodians, carriers, and internal teams to resolve issues, including NIGO items, and keep requests moving forward efficiently
Keep the CRM (Wealthbox) consistently updated so advisors and team members have clear, current information regarding client activity and account status
Support smooth communication between advisors, clients, and operational partners while identifying opportunities to streamline workflows and improve operational efficiency
Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service