Client Success Associate: Wealth & Purpose

Steward Wealth Strategies; Raleigh (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Retirement plan with company matching

PTO and holidays

Job summary

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.

Responsibilities

• 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.

Education

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

Tools

CRM software

Microsoft Office Suite

Job description

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.