Pathfinder Wealth Consulting
Client Service Associate
Pathfinder Wealth Consulting, Cary, North Carolina, United States, 27518
Pathfinder Wealth Consulting, a fast-growing and established Registered Independent Advisor (RIA), is seeking a Client Services Associate (CSA) to join our team.
We specialize in comprehensive financial planning and asset management. Our team of fun, intelligent financial experts operates in a casually professional environment, and we're ready to welcome another qualified individual.
This position is in-office and based at our Cary, North Carolina location (we also have an office in Wilmington, NC).
The CSA will work alongside the Client Services Manager (CSM) to efficiently handle a wide range of client requests and transactions. A core part of the role is cultivating and strengthening client relationships by providing active communication, processing requests, resolving inquiries, offering guidance, and maintaining up-to-date client documentation.
Principal responsibilities:
Onboard and maintain client accounts, including collecting client information and required documentation either in person, or via DocuSign
Process money movement including ACH deposits/withdrawals, ACAT transfers, and rollover requests
Daily, and constant use, of Client Relationship Management (“CRM”) software including data entry and reporting
Review and take appropriate action on client account alerts and client requests
Provide office coverage in absence of Office Administrator
Process variable annuity service related items with various providers
Process life insurance applications with various insurance companies
Support Client Services Manager in daily responsibilities, as directed
Required knowledge/skills/competencies:
Bachelor’s degree preferred
2+ years of industry experience required
(financial services, banking, insurance)
Intermediate understanding of account movements, trade settlement, and banking transactions
Additional securities registrations a plus
Microsoft Office experience
Outstanding customer service orientation; polished, poised, professional demeanor; energetic and welcoming, easily establishes rapport with clients, vendors, and prospects
Tech-savvy with the ability to master new systems quickly
Able to stay focused and self-directed and maintain a high degree of accuracy and efficiency while task-shifting
Strong written and verbal communication skills
Certified notary, and love of word puns, also preferred
If you'd like to attach a cover letter, please email to careers@pathfinderwc.com
#J-18808-Ljbffr
We specialize in comprehensive financial planning and asset management. Our team of fun, intelligent financial experts operates in a casually professional environment, and we're ready to welcome another qualified individual.
This position is in-office and based at our Cary, North Carolina location (we also have an office in Wilmington, NC).
The CSA will work alongside the Client Services Manager (CSM) to efficiently handle a wide range of client requests and transactions. A core part of the role is cultivating and strengthening client relationships by providing active communication, processing requests, resolving inquiries, offering guidance, and maintaining up-to-date client documentation.
Principal responsibilities:
Onboard and maintain client accounts, including collecting client information and required documentation either in person, or via DocuSign
Process money movement including ACH deposits/withdrawals, ACAT transfers, and rollover requests
Daily, and constant use, of Client Relationship Management (“CRM”) software including data entry and reporting
Review and take appropriate action on client account alerts and client requests
Provide office coverage in absence of Office Administrator
Process variable annuity service related items with various providers
Process life insurance applications with various insurance companies
Support Client Services Manager in daily responsibilities, as directed
Required knowledge/skills/competencies:
Bachelor’s degree preferred
2+ years of industry experience required
(financial services, banking, insurance)
Intermediate understanding of account movements, trade settlement, and banking transactions
Additional securities registrations a plus
Microsoft Office experience
Outstanding customer service orientation; polished, poised, professional demeanor; energetic and welcoming, easily establishes rapport with clients, vendors, and prospects
Tech-savvy with the ability to master new systems quickly
Able to stay focused and self-directed and maintain a high degree of accuracy and efficiency while task-shifting
Strong written and verbal communication skills
Certified notary, and love of word puns, also preferred
If you'd like to attach a cover letter, please email to careers@pathfinderwc.com
#J-18808-Ljbffr