Financial Services Client Relations Specialist

the Masters Wealth Management Group, LLC; Oriental (NC); On-site; USD 40,000 - 50,000; Full time

Job summary

the Masters Wealth Management Group, LLC is seeking a Client Services Associate based in Oriental, North Carolina. The role requires 1 to 3 years of experience in customer service and administrative functions, focusing on clients within the financial services sector.

The ideal candidate will support the CRM process, manage account proposals, and ensure stellar communication with clients and colleagues. Proficiency in Microsoft Office Suite is a must. This is a full-time position with competitive compensation.

Qualifications

• 1-3 years of experience in an administrative role.
• Strong communication and writing skills required.
• Experience in the financial services industry preferred.

Responsibilities

• Support the Client Relationship Management process.
• Manage account proposals and prepare new business documents.
• Handle client inquiries and existing client-initiated requests.

Skills

Customer service

Communication

Administrative skills

Proficiency in Microsoft Office Suite

Job description

the Masters Wealth Management Group, LLC is seeking a Client Services Associate based in Oriental, North Carolina. The role requires 1 to 3 years of experience in customer service and administrative functions, focusing on clients within the financial services sector.

The ideal candidate will support the CRM process, manage account proposals, and ensure stellar communication with clients and colleagues. Proficiency in Microsoft Office Suite is a must. This is a full-time position with competitive compensation.