Client Service Associate

Raymond James; Wilmington (NC); On-site; USD 52,000 - 68,000; Full time

Job summary

Sound Harbor Wealth Partners is seeking a Client Service Associate to thrive in a team environment and support financial advisors with back-office operations. The role involves daily client interactions, account openings, money movements, and CRM data management.

The ideal candidate will demonstrate strong communication across multiple channels, effective multi-tasking, and a proactive approach to follow-ups. Onsite work with potential for occasional client events is required.

Qualifications

• 5+ years of general office experience
• Strong communication skills across client platforms
• Experience with CRM and office administration processes

Responsibilities

• Daily client interactions by phone, in person, virtually, or via mailings.
• Support financial advisors and branch office operations in a team setting.
• Open new client accounts, process money movements, and research information as needed.
• Create and maintain records using CRM software.
• Engage in training and development opportunities to stay current with policies and procedures.
• Place trades as directed for Wealth Partners.
• Manage and oversee office inventory.

Skills

CRM software

Microsoft Office 365

Client communication

Job description

Sound Harbor Wealth Partners is a nationally recognized team with a boutique feel yet the backing from a Fortune 500 infrastructure. Small yet mighty, we work collectively as a team to ensure our clients’ needs are met. As we are evolving, we are seeking a Client Service Associate who thrives in a team environment. The ideal candidate is also strong in both communication and back-office operations/administration.

Are you ready to connect? Read on and apply below.

Job Description

Essential Duties and Responsibilities

• Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.


• Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.


• Open new client accounts, process money movement, and research information as needed


• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.


• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.


• Placing trades as directed by, and on behalf of Wealth Partner


• Manage and oversee office inventory


• Performs other duties and responsibilities as assigned.

Knowledge, Skills, And Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies.


• General office practices, procedures, and methods.

Skill in

• Client Relationship Management (CRM) software, or similar contact management software.


• Microsoft Office 365 applications


• Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.


• Analyze and research account information.


• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.


• Identify time sensitive items and assess competing priorities.


• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.


• Provide a high level of customer service in a calm, professional manner.


• Use mathematics sufficient to process account and transaction information.


• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.


• Work both independently and as part of a cohesive team.


• Provide a high level of customer service.

Experience: 5+ years of general office experience

Workstyle: Onsite

Travel: Optional travel for 2 (two) client events per year

Sound Harbor Wealth Partners and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.