Client Relations Associate | Office Support

Nease Personnel Services, Inc.; Greenville (NC); On-site; USD 17,000 - 25,000; Part time

Job summary

Nease Personnel Services, Inc. in Greenville, NC is seeking a dependable Client Relations Associate to join our team.

You will be the first point of contact, delivering a high-touch client experience in person and over the phone while supporting back-office administrative tasks. You will coordinate with investment firms through online portals, maintain accurate client records in the portfolio management system, and assist wealth advisors with daily workflows, document management, and client

Qualifications

• First point of contact for the agency and ensure high standards of service.
• Provide high-touch client experience in person and over the phone.
• Support back-office administrative tasks and data accuracy.

Responsibilities

• Warmly greet clients and answer incoming calls with professional, high-level service.
• Navigate investment company portals to submit forms and retrieve statements.
• Accurately enter and update client data in the portfolio management system.
• Assist wealth advisors with daily operations, scheduling, and document management.
• Maintain accuracy and attention to detail in all data, records, and communications.

Skills

Customer service

Attention to detail

Communication

Tools

Portfolio management system

Job description

A premier financial management agency in Greenville, NC is seeking a dependable, detail-oriented, and customer-focused Client Relations Associate to join their team. As the first point of contact for the agency, you will play a critical role in delivering a high-touch client experience both in person and over the phone. You will also manage back-office administrative tasks, coordinate with investment companies via online portals, and maintain accurate client records in the portfolio management system.

Key Responsibilities

• Client Engagement: Warmly greet clients upon arrival and answer incoming phone calls with a polite, professional demeanor, providing a high level of white-glove customer service
• Portal Management: Navigate and interact with various investment company web portals to submit forms, retrieve account statements, and process administrative requests
• Data Entry & Portfolio Maintenance: Accurately enter and update client data within our client portfolio management system
• Administrative Support: Assist wealth advisors with daily operational workflows, scheduling, document management, and client onboarding materials
• Quality Control: Maintain an exceptional level of accuracy and attention to detail in all data processing, recordkeeping, and client communications

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