Wealth Client Services Specialist

130 Raymond James Financial Services, Inc.; Wilmington (NC); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Stipend

Retirement + Match

PTO + Market Holidays

Job summary

Sound Harbor Wealth Partners is seeking a Client Service Associate to thrive in a team-driven, client-focused environment. The role emphasizes strong communication and back-office operations, with daily client contact and support for financial advisors.

The ideal candidate will handle account openings, money movements, and CRM record-keeping while maintaining professionalism across in-person, phone, and virtual channels.

Qualifications

• Experience with CRM platforms and client data management.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks in a fast-paced financial services environment.

Responsibilities

• Interact with clients by phone, in person, virtually, or by mail to handle inquiries and schedule meetings.
• Support financial advisors and branch staff in daily operations and back-office tasks.
• Open new client accounts and process money movements as directed.
• Maintain accurate client records in CRM and other systems.
• Engage in training and cross-training to stay current on policies and procedures.
• Assist with placing trades and overseeing office inventory.

Skills

CRM software

Microsoft Office 365

Customer service

Communication

Time management

Teamwork

Job description

Sound Harbor Wealth Partners is seeking a Client Service Associate to thrive in a team-driven, client-focused environment. The role emphasizes strong communication and back-office operations, with daily client contact and support for financial advisors.

The ideal candidate will handle account openings, money movements, and CRM record-keeping while maintaining professionalism across in-person, phone, and virtual channels.