Reception/ Client Support (Professional Services) $18/hr+

Job Type: 
Office Services and Support
Administrative Support
Clerical Support
Customer Service and Help Desk
Other Office Support Positions
Employment Category: 
Temp To Hire

Our client, a small but growing wealth management firm located in Raleigh, seeks a self-motivated, collaborative, and reliable Client Services Associate to join its team.

The firm provides investment support and guidance to a wide range of clients. It prides itself on service excellence and client-responsiveness, while also fostering a family-friendly office culture. This position will assist with administrative and client service functions. We seek a go-getter who brings a commitment to quality as well as desire for work-life balance. While some knowledge of financial services would be a plus, the firm will train a smart, congenial and organized team player who is eager to learn.

Responsibilities will include but are not limited to:

  • Meet and greet clients and visitors
  • Assist with day-to-day client communications, both verbal and written
  • Manage client records in CRM system
  • Generate investment reports
  • Process paperwork and send out letters and other correspondence
  • Assist with social media
  • Attend and support events after hours on occasion
  • Support office projects as needed

The right candidate will offer 2+ years of administrative/office support experience. Investment/Wealth Management experience would be a desirable plus. Experience working with the public in a client service capacity is strong preferred.

Other priories include:

  • Top-notch communication skills—both written and verbal
  • Proficiency in MS Office; CRM experience would be a plus
  • Impeccable attention to detail
  • Trusted follow through skills
  • Professional, amicable demeanor

Finally, our client is targeting disciplined and hardworking candidates who will learn quickly and be excited to take on a variety of responsibilities. There is a lot happening and we seek a team player who is eager and ready to contribute. Position is open due to an internal promotion.

This is a temp-to-hire opportunity on-site at the Raleigh offices.  Pay will be $18-19/hr+. Schedule is 8:30 AM-5:00 PM, Monday through Friday. COVID vaccination is required.

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