Client Service Associate – Wealth & CRM Ops

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 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.