Wealth Mgmt Client Service Associate - Onsite + 401k

Raymond James, Inc.; Greensboro (NC); Hybrid; USD 52,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

401k + Match

PTO + Market Holidays

Job summary

Reganess Wealth Management Group is seeking a Registered Client Service Associate in Greensboro, NC to provide exceptional client service and operational support in a wealth management setting. You will onboard new accounts, process client requests, and maintain accurate documentation while supporting marketing and events.

The role requires 3+ years in client service or related work, a Bachelor’s degree, and SIE/Series 7 & 66 or willingness to obtain.

Qualifications

• 3+ years of customer service, relationship management, and/or administrative experience in wealth management.
• Bachelor’s degree or equivalent years of experience in wealth management industry.
• SIE, Series 7 & 66 required or willingness to obtain within stated period after start date.

Responsibilities

• Maintain existing client relationships and process client requests, ensuring documentation is up to date.
• Onboard new client accounts and money movement, collecting required documentation and client information.
• Support branch marketing by maintaining materials and planning client events and seminars.
• Keep CRM up to date and assist with back-office system research and documentation.

Skills

Customer service

Relationship management

Administrative support

Education

Bachelor's degree

Tools

MS Office

CRM

Docusign

Job description

Reganess Wealth Management Group is seeking a Registered Client Service Associate in Greensboro, NC to provide exceptional client service and operational support in a wealth management setting. You will onboard new accounts, process client requests, and maintain accurate documentation while supporting marketing and events.

The role requires 3+ years in client service or related work, a Bachelor’s degree, and SIE/Series 7 & 66 or willingness to obtain.