Wealth Management Client Experience Associate

Cary Street Partners LLC; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Cary Street Partners LLC is looking for a Client Service Associate in Charlotte, NC to support the Wealth Management Group in managing and deepening client relationships. The role involves maintaining client accounts, communicating effectively with clients, and managing complex accounts including ultra-high net worth families. Candidates should possess a Bachelor’s degree and have at least five years of experience in a similar role, along with necessary licenses like SIE and Series 7. Strong communication skills and a customer-oriented approach are vital.

Qualifications

• Five years prior experience in a similar role within the financial services industry.
• SIE and Series 7 license with Series 66 (63/65) license preferred.
• Experience with First Clearing and/or Schwab preferred.

Responsibilities

• Build and retain client relationships by exceeding expectations.
• Communicate regularly with clients about life events and goals.
• Support Financial Advisors and maintain client accounts.
• Manage complex client accounts including ultra-high net worth families.
• Coordinate with external professionals like CPAs and attorneys.

Skills

Client relationship management

Excellent communication skills

Attention to detail

Analytical skills

Collaboration

Customer service orientation

Education

Bachelor's degree or Associate's degree

Tools

Microsoft Office Products

Client relationship management systems

Job description

Cary Street Partners LLC is looking for a Client Service Associate in Charlotte, NC to support the Wealth Management Group in managing and deepening client relationships. The role involves maintaining client accounts, communicating effectively with clients, and managing complex accounts including ultra-high net worth families. Candidates should possess a Bachelor’s degree and have at least five years of experience in a similar role, along with necessary licenses like SIE and Series 7. Strong communication skills and a customer-oriented approach are vital.