Senior Client Service Associate – Wealth Management

Talentwealth

Greensboro (NC)

On-site

USD 70,000 - 95,000

Full time

37 hours ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

TalentWealth Recruiting is seeking a Senior Registered Client Services Associate for a prominent independent wealth management client in Greensboro, NC. The role centers on high-touch client service, operational support for Financial Advisors, and ownership of complex service requests.

The position emphasizes accurate documentation, timely communications, and a collaborative approach across teams including compliance.

Qualifications

Experience in client service and operations within wealth management or brokerage settings.
Knowledge of investment concepts, financial markets, and account processes.
Ability to research account matters, prioritize tasks, and escalate when needed.
Strong written and verbal communication with discretion and professionalism.
Ability to work independently and manage multiple deadlines with relevant software.

Responsibilities

Serve as primary contact for clients and advisors; respond to inquiries and track requests.
Build trusted relationships through proactive communication and timely follow-up.
Coordinate client meetings and reviews; prepare materials and track actions.
Support Advisors with onboarding, ongoing relationship management, and marketing events.
Prepare letters, forms, reports, and maintain accurate records and files.
Oversee account opening, maintenance, transfers, and beneficiary updates from intake to completion.
Research client/account information and coordinate with custodians to resolve issues.