Wealth Management Client Services Associate

Raymond James; Greensboro (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

401k + Match

PTO + Market Holidays

Job summary

Reganess Wealth Management Group in Greensboro, NC seeks a Registered Client Service Associate to provide exceptional client service and support the branch's administrative and operational functions.

You will onboard new client accounts, process requests, maintain CRM records, support marketing efforts, and collaborate with advisors to safeguard client assets while complying with firm policies and regulations.

Qualifications

• 3+ years of customer service, relationship management, and/or administrative experience in a wealth management setting.

Responsibilities

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
• Onboard new client accounts and money movement, which includes the collection of required documentation and client information
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with branch associates and advisors
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Keep CRM systems up to date with client information
• Collect the right documentation for opening new accounts and service requests
• Research client and security information through the back‑office system
• Process and follows up on client documentation for proper maintenance of accounts
• Ensures required client paperwork is current with firm and industry requirements, rules, and regulations
• Receives cross training and assists with other operational functions as required
• Document internal processes and procedures related to duties and responsibilities
• Other duties as assigned

Education

Bachelor’s degree or equivalent years of experience in wealth management industry

Tools

MS Office

Docusign

CRM

Job description

Reganess Wealth Management Group in Greensboro, NC seeks a Registered Client Service Associate to provide exceptional client service and support the branch's administrative and operational functions.

You will onboard new client accounts, process requests, maintain CRM records, support marketing efforts, and collaborate with advisors to safeguard client assets while complying with firm policies and regulations.