Client Service Associate Wealth Management

Tucker Bria Wealth Strategies, LLC

Southern Pines, NC, USA

Published: 6/14/2022

Job Description

Hours: Monday through Thursday 9:30 am - 4:00 pm (in office; not virtual)

Position Overview
A successful financial services and wealth management firm is seeking a part-time Client Service Associate to support a four-advisor team. This role replaces a retiring CSA and offers hands-on training and transition support. You will play a key role in client service, advisor support, and operational accuracy.

Key Duties

Client service and account support
Advisor scheduling and meeting preparation
Financial paperwork processing and tracking
CRM data entry and record maintenance
Administrative support and correspondence
Marketing and referral follow-up assistance

Qualifications

Financial services, wealth management, or administrative experience preferred
Strong organizational and customer service skills
Detail-oriented with strong follow-through
Microsoft Office proficiency
Series 7/66 encouraged, not required

Benefits of This Role

Stable, part-time position
Predictable weekday schedule
Training provided
Collaborative team environment

ZipRecruiter Matching Keywords:
Client Service Associate, Wealth Management Assistant, Financial Services Representative, Financial Advisor Support, CRM, Operations, Administrative Support, Client Relations, Investment Services

Company DescriptionTucker Bria is a premier boutique wealth advisory firm meeting the investment and financial planning needs of individuals and families across the country.

Company Description

Tucker Bria is a premier boutique wealth advisory firm meeting the investment and financial planning needs of individuals and families across the country.