Hybrid Client Services & Trading Associate

Hilltop Wealth Advisors; Chapel Hill (NC); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision, and life insurance

401(k) with matching contribution

Generous paid time off

Ongoing educational reimbursement opportunities

Job summary

A financial services firm in Chapel Hill seeks a Client Service Associate for a full-time role. This position requires a Bachelor's degree and 0-4 years of experience in client services or operations. Responsibilities include administrative tasks, supporting client onboarding, and assisting in compliance programs. The role offers a salary between $50k and $65k, with potential for bonuses up to $10k, plus benefits such as comprehensive health insurance and a 401(k) plan.

Qualifications

• 0-4 years of experience in a financial services firm with an emphasis on client services or operations.
• Leadership experience demonstrated through reporting structure or special projects.

Responsibilities

• Provide administrative support: answer calls, manage schedules, create reports.
• Maintain office files following professional policies.
• Support marketing and client events.
• Execute firm’s trading activities under supervision.
• Gather necessary information for advisory meetings.

Skills

Excellent verbal, written, and listening communication skills

Proficiency with a general tech stack

Excellent time management

Strong organizational skills

Ability to handle stress

Education

Bachelor's degree

Financial Paraplanner Qualified Professional (FPQP) Certification preferred

Job description

A financial services firm in Chapel Hill seeks a Client Service Associate for a full-time role. This position requires a Bachelor's degree and 0-4 years of experience in client services or operations. Responsibilities include administrative tasks, supporting client onboarding, and assisting in compliance programs. The role offers a salary between $50k and $65k, with potential for bonuses up to $10k, plus benefits such as comprehensive health insurance and a 401(k) plan.