Wealth Management Client Assistant III - Advisor Support

A leading financial institution in Raleigh, NC is looking for a Registered Client Assistant. The individual will serve as a liaison between clients and Financial Advisors while performing various organizational duties. Responsibilities include maintaining client files, ensuring outstanding customer experiences, and adhering to company policies. Candidates must possess a high school diploma, with 5-7 years in finance and relevant FINRA registrations. This role offers a competitive salary based on experience and qualifications. #J-18808-Ljbffr