Client Service Associate

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the dayall before their second cup of coffee. Looking for More Than Just Another Job? If your goal is to build a meaningful careernot just collect a paycheckkeep reading. We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP, CFA, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind. This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financ...