Part-Time Client Relations & Admin Support

Nease Personnel Services, Inc.; Greenville (NC); On-site; USD 21,000 - 30,000; Part time

Job summary

Nease Personnel Services, Inc., a premier financial management agency in Greenville, NC, is seeking a dependable Client Relations Associate who thrives in a fast-paced, high-touch environment. As the first point of contact, you will greet clients, answer calls, manage back-office tasks, and support wealth advisors with onboarding materials while maintaining accurate client records in the portfolio system.

This part-time role emphasizes exceptional customer service and meticulous data entry, with

Qualifications

• Dependable and detail-oriented with a customer-focused mindset.
• Experience handling client inquiries via phone and in person.
• Experience with portfolio management systems or CRM is a plus.

Responsibilities

• Greet clients and answer calls with professional demeanor.
• Submit forms and retrieve documents via investment portals.
• Enter and update client data in the portfolio system.
• Support wealth advisors with daily tasks and onboarding materials.
• Ensure accuracy in data processing and recordkeeping.

Skills

Customer service

Data entry

Administrative support

Phone etiquette

Job description

Nease Personnel Services, Inc., a premier financial management agency in Greenville, NC, is seeking a dependable Client Relations Associate who thrives in a fast-paced, high-touch environment. As the first point of contact, you will greet clients, answer calls, manage back-office tasks, and support wealth advisors with onboarding materials while maintaining accurate client records in the portfolio system.

This part-time role emphasizes exceptional customer service and meticulous data entry, with