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Client Services Associate in Wilmington, NC with Greene Resources

Date Posted: 9/5/2018

Job Snapshot

Job Description

Job Number: 31239

Client Services Associate

Job Description:

Our client, a locally established financial planning and investment firm, is seeking a friendly and professional Client Services Associate to join their team. The Client Services Associate maintains long-term relationships with the firm's clients and ensures that they feel welcome and important. The Client Services Associate role is a full-time position, Monday through Friday from 8am-5pm, offering generous compensation and excellent benefits!


  • Greet clients, prospective clients, and visitors

  • Deal honestly and ethically with all clients and prospective clients

  • Ensure each client, prospective client, and visitor feels welcome and important when visiting

  • Maintain long term relationships with clients and turn them into raving fans

  • Maintain client correspondence and service to include: letters and thank you cards, withdrawal requests and deposits, balance and account inquiries, account changes

  • Accurately record all client contact, meetings and activities in CRM

  • Schedule, prepare for, and follow up regarding client review meetings

  • Complete necessary documentation with clients and follow existing new account/new client process

  • Provide support for event planning

  • Maintain materials for prospective client meetings

Education Requirements:

  • High school diploma required

  • Associate degree preferred

Desired Background/Skills:

  • Client facing experience in a financial advisory firm, insurance, mortgage or banking environment

  • Comfortable using computers and digitally fluent in learning new programs


  • Courteous and professional attitude

  • Ability to take responsibility and display positive energy

  • Ability to write legibly and professionally

  • Flexibility necessary to help others with duties and tasks and to ask for help from others

  • Ability to multitask and to maintain focus on priority tasks with frequent interruptions

Other Information:

  • All Client Services Associate candidates must pass a pre-employment background and drug screening