Wealth Management Client Services Specialist

Coastal Management Solutions; Greensboro, Winston-Salem, High Point (NC, NC, NC); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO & holidays

Professional development

Job summary

Coastal Management Solutions in Greensboro, NC is seeking a Wealth Management Client Service Associate to support an established wealth management practice. You will assist financial advisors, manage client account operations, and ensure accuracy and timely service for high-net clients.

The ideal candidate has direct wealth management or brokerage experience, coordinates client onboarding, processes account paperwork, and resolves service requests with professionalism.

Qualifications

• Direct experience in wealth management or financial advisory services is required.
• Experience supporting financial advisors, brokerage accounts, investment accounts, or RIA operations.
• Familiarity with account opening, account maintenance, asset transfers, and money movement processes.
• Understanding of brokerage or advisory account documentation and the ability to identify and resolve paperwork discrepancies.
• Strong attention to detail, organizational skills, and commitment to accuracy.
• Excellent written and verbal communication skills.
• Bachelor's degree in Finance, Business Administration, or a related field is a plus.
• FINRA licensing, including the Series 7, is a plus.

Responsibilities

• Support financial advisors with day-to-day client service and wealth management operations.
• Coordinate new client onboarding, including account applications, account establishment, and required documentation.
• Process brokerage and advisory account paperwork, account maintenance requests, asset transfers, and money movement transactions.
• Review account documentation for accuracy and completeness and resolve NIGO items promptly.
• Maintain accurate client records and ensure account information is updated appropriately.
• Serve as a point of contact for client service requests, account questions, and operational needs.
• Coordinate with custodians, internal operations teams, and other business partners to ensure timely processing of client requests.
• Monitor outstanding paperwork and account requests to ensure timely follow-up and completion.
• Follow firm policies, procedures, and applicable industry regulations while maintaining client confidentiality.
• Identify opportunities to improve workflows and enhance the overall client experience.

Skills

Wealth management experience

Client service

Attention to detail

Communication

Multi-tasking

Education

Bachelor's degree in Finance/Business or related field

Tools

Brokerage account systems

Account opening software

Job description

Coastal Management Solutions in Greensboro, NC is seeking a Wealth Management Client Service Associate to support an established wealth management practice. You will assist financial advisors, manage client account operations, and ensure accuracy and timely service for high-net clients.

The ideal candidate has direct wealth management or brokerage experience, coordinates client onboarding, processes account paperwork, and resolves service requests with professionalism.