Client Services Associate (Raleigh, Wealth Management) – Temp-to-Hire, $17+/hr

Job Type: 
Office Services and Support
Administrative Support
Bookkeeping, Banking, and Financial Support
Clerical Support
Customer Service and Help Desk
Employment Category: 
Temp To Hire

Our client, a reputable wealth management firm located in Raleigh, seeks a professional, collaborative, and reliable Client Services Associate.

This firm provides comprehensive financial services to a wide range of clientele. This CSA will report to the Director of Client Services and assist with administrative and client service functions. This is an excellent opportunity for a versatile self-starter to gain valuable experience within the finance industry.

Responsibilities will include but are not limited to:

  • Manage client records in system
  • Generate reports
  • Act as a backup on phones and reception
  • Process paperwork and send out letters
  • Assist with social media
  • Support office projects as needed

The right candidate will offer relevant experience in finance or banking industries. Top-notch client service and communication skills—both written and verbal—will also be mandatory. Our client is targeting disciplined candidates who will learn quickly and also be willing to take on a variety of responsibilities as needed.

Requirements/Qualifications:

  • Associate degree required, bachelor’s degree preferred
  • Proven experience within finance or banking
  • Proficiency in MS Office and CRM experience
  • Impeccable attention to detail
  • Professional, amicable demeanor

This is a temp-to-hire opportunity with full-time hours. Schedule is 8:00 AM-5:00 PM, Monday through Friday. 

Please forward Word resume for prompt consideration. Local candidates only.