On-Site Client Services Associate - Wealth Management

Wilson Financial Group; Gastonia (NC); Presencial; USD 38 000 - 48 000; Tempo integral

Resumo da oferta

Wilson Financial Group is a values-based financial planning firm dedicated to aligning clients' wealth with what matters most. The Client Service Associate role is a full-time, on-site position in Gastonia, NC, supporting financial advisors and clients with daily service requests, account documentation, and scheduling.

You will handle inquiries, maintain client records, and work with custodians to ensure a smooth client experience.

Qualificações

• Strong client-facing capabilities in service roles.
• Experience in support-focused roles handling inquiries and follow-through on requests.
• Excellent written and verbal communication, professional and empathetic.
• Foundational understanding of finance or financial services and compliance.
• High organization, accuracy, and documentation discipline.
• Proficiency with CRM or client management systems and office tools.

Responsabilidades

• Prepare and process account documentation.
• Update client records and coordinate appointments.
• Handle phone and email communications and follow-up on actions.
• Resolve routine service issues and liaise with custodians or providers as needed.
• Maintain confidentiality and professionalism in all interactions.

Conhecimentos

Client facing

Customer service

Communication skills

Attention to detail

CRM systems

Team collaboration

Formação académica

Associate/Bachelor in business/finance or related

Ferramentas

CRM software

Office productivity suites

Descrição da oferta de emprego

Wilson Financial Group is a values-based financial planning firm dedicated to aligning clients' wealth with what matters most. The Client Service Associate role is a full-time, on-site position in Gastonia, NC, supporting financial advisors and clients with daily service requests, account documentation, and scheduling.

You will handle inquiries, maintain client records, and work with custodians to ensure a smooth client experience.