Client Service Representative | Office Support

Nease Personnel; Greenville (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

Nease Personnel Services, Inc., a premier financial management agency in Greenville, NC, is seeking a dependable Client Relations Associate who thrives in a fast-paced, high-touch environment. As the first point of contact, you will greet clients, answer calls, manage back-office tasks, and support wealth advisors with onboarding materials while maintaining accurate client records in the portfolio system.

This part-time role emphasizes exceptional customer service and meticulous data entry, with

Qualifications

• Dependable and detail-oriented with a customer-focused mindset.
• Experience handling client inquiries via phone and in person.
• Experience with portfolio management systems or CRM is a plus.

Responsibilities

• Greet clients and answer calls with professional demeanor.
• Submit forms and retrieve documents via investment portals.
• Enter and update client data in the portfolio system.
• Support wealth advisors with daily tasks and onboarding materials.
• Ensure accuracy in data processing and recordkeeping.

Skills

Customer service

Data entry

Administrative support

Phone etiquette

Job description

A premier financial management agency in Greenville, NC is seeking a dependable, detail-oriented, and customer-focused Client Relations Associate to join their team. As the first point of contact for the agency, you will play a critical role in delivering a high-touch client experience both in person and over the phone. You will also manage back-office administrative tasks, coordinate with investment companies via online portals, and maintain accurate client records in the portfolio management system.

Key Responsibilities

• Client Engagement: Warmly greet clients upon arrival and answer incoming phone calls with a polite, professional demeanor, providing a high level of white-glove customer service
• Portal Management: Navigate and interact with various investment company web portals to submit forms, retrieve account statements, and process administrative requests
• Data Entry & Portfolio Maintenance: Accurately enter and update client data within our client portfolio management system
• Administrative Support: Assist wealth advisors with daily operational workflows, scheduling, document management, and client onboarding materials
• Quality Control: Maintain an exceptional level of accuracy and attention to detail in all data processing, recordkeeping, and client communications

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