Onsite Wealth Client Services Associate

130 Raymond James Financial Services, Inc.; Greensboro (NC); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical Insurance

401k + Match

PTO + Market Holidays

Job summary

Reganess Wealth Management Group in Greensboro, NC is seeking a Registered Client Service Associate to deliver exceptional client service, safeguard assets, and support branch operations.

This role focuses on onboarding new client accounts, processing requests, maintaining CRM data, and coordinating documentation to ensure accuracy and compliance.

You will assist the team with marketing materials, client events, and ongoing training to stay current with policies, procedures and risk awareness.

Qualifications

• 3+ years of customer service in wealth management or related field.
• Bachelor's degree or equivalent years of experience in wealth management.
• SIE, Series 7 & 66 required or willing to obtain within stated period after start date.

Responsibilities

• Maintain existing client relationships and update key client information.
• Onboard new client accounts and collect required documentation.
• Process client requests and resolve inquiries in a timely manner.
• Keep CRM systems up to date with client information and documentation.
• Support the team’s marketing by maintaining materials and planning client events.
• Collaborate with branch associates and advisers and participate in training on policies and risk awareness.

Skills

Client service

CRM

MS Office

Education

Bachelor's degree in wealth management

Tools

CRM

MS Office

Job description

Reganess Wealth Management Group in Greensboro, NC is seeking a Registered Client Service Associate to deliver exceptional client service, safeguard assets, and support branch operations.

This role focuses on onboarding new client accounts, processing requests, maintaining CRM data, and coordinating documentation to ensure accuracy and compliance.

You will assist the team with marketing materials, client events, and ongoing training to stay current with policies, procedures and risk awareness.