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Pathfinder Wealth Consulting · 1 day ago

Client Service Associate

Cary, NC

Full-time

Onsite

Entry, Mid Level

2+ years exp

Pathfinder Wealth Consulting is a fast-growing Registered Independent Advisor specializing in comprehensive financial planning and asset management. They are seeking a Client Services Associate to handle client requests, strengthen relationships, and support the Client Services Manager in daily responsibilities.

Financial ServicesImpact InvestingRisk Management

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

Qualification

Client Relationship ManagementFinancial services experienceMicrosoft OfficeAccount movements understandingCustomer service orientationTech-savvySelf-directedCertified notaryCommunication skills

Required

2+ years of industry experience required (financial services, banking, insurance)

Intermediate understanding of account movements, trade settlement, and banking transactions

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