Client Service Associate

Bill Good Marketing; Lumberton (NC); Vor Ort; USD 62.000 - 75.000; Vollzeit

Benefits dieser Stelle

Performance bonus

401(k) with 4% guaranteed employer fit

Healthcare reimbursement

PTO

All market holidays off

Zusammenfassung

Bill Good Marketing Inc. in Lumberton, NC is seeking a Client Service Associate to own the service side of the practice. You will manage client communications, prepare meetings, and ensure paperwork is accurate, supporting a trusted advisor team.

The role offers a competitive salary and benefits, including a performance bonus, a 401(k) match, healthcare reimbursement, PTO, and all market holidays off. Work hours are 9 to 5 Monday-Thursday and 9 to 4 on Friday, in-office.

Qualifikationen

• Must hold an active or recently lapsed Series 7 license (reinstatement supported).
• Financial services experience in an advisory office.
• Self-starter who asks for answers and isn’t afraid of the phone.
• Punctual, organized, and dependable.

Aufgaben

• Prepare meeting agendas and coordinate the morning workflow.
• Process client paperwork from start to finish, following up on corrections.
• Handle client calls, answer questions about accounts and statements, and manage scheduling.
• Execute trades in-house when the advisor and senior associate are unavailable.
• Maintain client relationship calendar: birthdays, monthly mailings, and touches.
• Keep CRM records accurate so nothing slips through.

Kenntnisse

Series 7

Financial services

Self-starter

Punctual dependable

Tools

eMoney

Morningstar Advisor Workstation

Altitude CRM

Jobbeschreibung

Client Service Associate | Independent Financial Advisory Firm | Lumberton, NC

We’ve been in business since 1990. Our clients don’t leave and neither does our team. We’re looking for someone who wants a stable, long-term role at an established firm and is ready to be the person the whole office counts on to keep things running.

We’re looking for someone to own the service side of the practice. If you’re experienced in financial services, you’re good with clients, and you want a role where you’re trusted to handle things without someone looking over your shoulder every step of the way, we’d love to talk.

What You’ll Do

• Prepare meeting agendas and coordinate the morning workflow

• Process client paperwork from start to finish, following up on anything that needs to be corrected or resubmitted before it goes through

• Handle client calls, answer questions about accounts and statements, and manage scheduling across the team

• Execute trades in-house when the advisor and senior associate are unavailable

• Keep the client relationship calendar running: birthday letters, monthly mailings, and the touches that make clients feel genuinely known

• Maintain accurate CRM records so nothing slips through

What We’re Looking For

Must-haves:

• Series 7 license, active or recently lapsed (we’ll support the reinstatement process)

• Financial services experience. You already know how an advisory office works.

• A self-starter mentality. You find answers before you ask for them and you’re not afraid of the phone.

• Punctual, organized, and dependable

Nice to have:

• Broker-dealer platform experience

• High emotional intelligence. Our clients go through major life events, and this role is often the first call they make when they do.

• Familiarity with eMoney, Morningstar Advisor Workstation, or Altitude CRM

What You Get

• Salary: $62,000 to $75,000

• Performance bonus tied to firm production

• 401(k) with a 4% guaranteed employer match

• Healthcare reimbursement

• PTO

• All market holidays off

• Hours: 9 to 5 Monday through Thursday; 9 to 4 on Fridays

• In-office, Lumberton, NC

Where This Can Go

Our senior associate has been with this firm for over 35 years. As she moves toward retirement, the person in this seat grows with the role, taking on more responsibility over time and eventually stepping into a Senior Service Advisor title. This is a long-term seat for someone who wants to build something.