Registered Private Client Associate - Greensboro, NC
About The Position
As a Registered Private Client Associate, you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced Financial Advisors, you'll help deliver an exceptional client experience while ensuring the day-to-day operations of the practice run seamlessly. This role is ideal for someone who enjoys building client relationships, thrives in a fast-paced, detail-oriented environment, and takes pride in supporting a high-performing team. This is much more than a traditional administrative role. As a Registered Private Client Associate, you will play an integral part in the daily operations of a high-performing advisory practice. You will work directly alongside experienced advisors who value collaboration, trust, and open communication, while investing in the long-term success and professional development of the right candidate. We're looking for someone who enjoys being part of a close-knit team, takes pride in doing things the right way, and genuinely enjoys helping others. If you're someone who likes staying organized, building relationships with clients, finding ways to improve processes, and contributing to a collaborative culture where everyone pitches in, you'll feel right at home here.
Requirements
- Bachelor's degree preferred, but not required.
- Experience in the financial services industry preferred, but not required.
- Series 7, 63 and 65, or 66 strongly preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Responsibilities
- Serve as a key point of contact for clients, providing prompt and thoughtful support
- Coordinate meetings and communications between clients and advisors
- Ensure every client interaction reflects professionalism, warmth, and attention to detail
- Opening and maintaining investment accounts
- Preparing and processing client documentation
- Coordinating asset transfers and account updates
- Monitoring requests to ensure timely completion
- Supporting client events and marketing initiatives
- Processing trades and transaction requests
- Initiating wires, ACH transfers, and internal account journals
- Tracking requests through completion while maintaining strict accuracy
- Assemble client meeting materials and portfolio reports
- Update CRM systems and maintain client records
- Capture meeting notes and coordinate follow-up items
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
