Client Services Advisor

Greene Resources • Greensboro, NC

383d

About The Position

The Client Services Advisor (CSA) plays a crucial role in supporting Financial Services Advisors by delivering exceptional wealth management services. This full-time, on-site position focuses on client onboarding, data management, and meeting preparation, ensuring compliance with regulatory requirements while enhancing client satisfaction.

Requirements

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred).
• 0 to 2 years of experience in the wealth management service industry.
• Familiarity with Charles Schwab, Fidelity, or Raymond James platforms.
• Basic understanding of financial planning principles, investment strategies, and relevant regulations.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong communication, presentation, and interpersonal skills.
• Ability to manage multiple tasks and projects effectively.
• Ability to maintain confidentiality of sensitive client information.

Nice To Haves

• Experience with financial technologies such as Orion or Salesforce.
• Continual learner mentality, with a capacity to adopt new systems and processes.
• Adaptability to rapidly changing business and technology environments.
• Regular attendance and ability to travel up to 25%.

Responsibilities

• Assist with client onboarding by explaining account setup, services, and procedures, while collecting necessary documentation to ensure compliance with regulatory requirements.
• Schedule and coordinate client review meetings with advisors and the service team, and prepare materials such as financial plans, performance reports, and investment summaries.
• Collaborate with custodians, brokerage firms, and internal teams to process client transactions efficiently and accurately.
• Maintain accurate client data in CRM systems, updating profiles as needed, and handle client inquiries through various communication channels with timely and accurate responses.
• Ensure compliance with internal policies and regulatory requirements, and contribute to team meetings by offering insights to enhance client service.
• Assist with office organization, filing, and other administrative tasks to support overall efficiency.

Benefits

• Career growth opportunities within a collaborative and client-focused environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree