In-Office Client Service Specialist — Financial Advisory

Bill Good Marketing Inc.; Lumberton (NC); On-site; USD 62,000 - 75,000; Full time

Benefits offered by this job

Performance bonus

401(k) with 4% guaranteed employer fit

Healthcare reimbursement

PTO

All market holidays off

Job summary

Bill Good Marketing Inc. in Lumberton, NC is seeking a Client Service Associate to own the service side of the practice. You will manage client communications, prepare meetings, and ensure paperwork is accurate, supporting a trusted advisor team.

The role offers a competitive salary and benefits, including a performance bonus, a 401(k) match, healthcare reimbursement, PTO, and all market holidays off. Work hours are 9 to 5 Monday-Thursday and 9 to 4 on Friday, in-office.

Qualifications

• Must hold an active or recently lapsed Series 7 license (reinstatement supported).
• Financial services experience in an advisory office.
• Self-starter who asks for answers and isn’t afraid of the phone.
• Punctual, organized, and dependable.

Responsibilities

• Prepare meeting agendas and coordinate the morning workflow.
• Process client paperwork from start to finish, following up on corrections.
• Handle client calls, answer questions about accounts and statements, and manage scheduling.
• Execute trades in-house when the advisor and senior associate are unavailable.
• Maintain client relationship calendar: birthdays, monthly mailings, and touches.
• Keep CRM records accurate so nothing slips through.

Skills

Series 7

Financial services

Self-starter

Punctual dependable

Tools

eMoney

Morningstar Advisor Workstation

Altitude CRM

Job description

Bill Good Marketing Inc. in Lumberton, NC is seeking a Client Service Associate to own the service side of the practice. You will manage client communications, prepare meetings, and ensure paperwork is accurate, supporting a trusted advisor team.

The role offers a competitive salary and benefits, including a performance bonus, a 401(k) match, healthcare reimbursement, PTO, and all market holidays off. Work hours are 9 to 5 Monday-Thursday and 9 to 4 on Friday, in-office.