Wealth Client Services & Operations Associate

Raymond James Financial, Inc.; Wilmington (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance stipend

Retirement + Match

PTO + Market Holidays

Job summary

Sound Harbor Wealth Partners, backed by a Fortune 500 infrastructure, seeks a Client Service Associate to support financial advisors and the branch office. You will handle client inquiries, open accounts, process transfers, and maintain records with CRM tools.

You will work both independently and with the team, deliver high-level customer service, manage multiple tasks, and participate in training to stay current with policies and procedures. Onsite, with occasional client events.

Qualifications

• 5+ years of general office experience.
• Strong client service orientation and professionalism.
• Proficient in CRM software and MS Office 365.
• Ability to manage multiple tasks with changing priorities and deadlines.
• Excellent written and verbal communication across platforms.

Responsibilities

• Daily client interactions by phone, email, or in person.
• Open new client accounts and process money movements.
• Maintain records using CRM software and organize files.
• Support financial advisors and branch office with back-office tasks.
• Provide high-level customer service and proactive follow-up.

Skills

CRM software

Microsoft Office 365

Excellent communication

Team collaboration

Time management

Tools

CRM software

Microsoft Office 365

Job description

Sound Harbor Wealth Partners, backed by a Fortune 500 infrastructure, seeks a Client Service Associate to support financial advisors and the branch office. You will handle client inquiries, open accounts, process transfers, and maintain records with CRM tools.

You will work both independently and with the team, deliver high-level customer service, manage multiple tasks, and participate in training to stay current with policies and procedures. Onsite, with occasional client events.