Client Service Associate

Steward Wealth Strategies; Raleigh (NC); Sur place; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Retirement plan with company matching

PTO and holidays

Résumé du poste

Steward Wealth Strategies seeks a dedicated Client Service Associate to join our faith-based wealth management team. The role involves direct interaction with prospective clients, preparing client meeting materials, and supporting advisors to deliver exceptional service aligned with biblical stewardship principles.

Ideal candidates will have strong communication, organizational skills, and familiarity with Dave Ramsey principles.

Qualifications

• Bachelor’s degree required or preferred in finance, business administration, or related field.

Responsabilités

• Serve as the primary point of contact for clients, addressing inquiries with timely, accurate information.
• Prepare materials for client meetings, including financial planning data and account summaries.
• Assist clients with account-related requests such as new account openings, funding, and maintenance.
• Maintain and update client records in the CRM system with accuracy and confidentiality.
• Collaborate with financial advisors to ensure an exceptional meeting experience and coordinate with custodians/third parties to resolve account issues.

Formation

Bachelor’s degree in finance, Business Administration, or a related field

Outils

CRM software

Microsoft Office Suite

Description du poste

Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. We provide comprehensive financial planning and wealth management across investment, retirement, tax, protection, estate, and generosity planning.

Our approach is rooted in biblical stewardship, purpose-driven planning, long-term investing, and a genuine desire to serve our clients well. We believe financial planning should be about more than managing money—it should help people make thoughtful decisions, care for their families, live with purpose, and steward what God has entrusted to them.

We are a collaborative, team-oriented firm that values excellence, personal responsibility, continuous growth, and taking exceptional care of our clients.

Job Summary:

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. The successful candidate will embody our core values, provide high-quality introductions to potential clients of our firm. This role is essential in maintaining our commitment to exceptional client service and will involve direct interaction with prospective clients, Dave Ramsey leads, referrals, and more.

Key Responsibilities:

Client Facing:

• Serve as the primary point of contact for clients, addressing inquiries and providing timely and accurate information.
• Prepare materials for client meetings, including financial planning data, reports and account summaries.
• Assist clients with account-related requests such as new account opening, funding, and maintenance.

Administrative and Operational Support:

• Maintain and update client records in the firm's CRM system, ensuring accuracy and confidentiality.
• Process transactions and ensure accurate and efficient completion of client-related service requests.
• Collaborate with financial advisors to facilitate an exceptional client meeting experience.
• Coordinate with custodian and other third-party service providers to resolve account issues and facilitate transactions.
• Handle sensitive information with the utmost discretion and professionalism.

Requirements:

• Alignment with the following company core values: Integrity, Growth, Accountability, Teamwork, and Empathy.
• Familiarity with the Dave Ramsey financial principles, including budgeting, savings, debt management, and investing.
• A willingness and desire to apply the above principles in one’s personal life.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Detail-oriented with strong organizational and multitasking abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• A heart for learning and serving others.

Preferred Qualifications:

• Bachelor’s degree in finance, Business Administration, or a related field.
• Experience in a client service role, preferably within the financial services or wealth management industry.
• Basic understanding of financial products and services, including investment accounts and retirement planning.
• Has attended or facilitated Financial Peace University.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software.
• SIE, Series 7 and 63/65 or 66 licenses, or willingness to obtain them if the role requires.
• Competitive salary and bonus potential.
• Insurance coverage options include:
• Health, Vision, and Dental
• Life, Disability (short and long-term)
• Retirement plan with company matching and immediate vesting.
• Paid time-off and holidays.
• A supportive and collaborative work environment.