Client Relations & Office Support Specialist

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

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