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Client Services Associate (Raleigh, Wealth Management) - Temp-to-Hire, $17+

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Frankel Staffing Partners

2021-12-03 08:58:00

salary: 17.00 US Dollar . USD Hourly

Job location Raleigh, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Our client, a reputable wealth management firm located in Raleigh, seeks a professional, collaborative, and reliable Client Services Associate.

This firm provides comprehensive financial services to a wide range of clientele. This CSA will report to the Director of Client Services and assist with administrative and client service functions. This is an excellent opportunity for a versatile self-starter to gain valuable experience within the finance industry.

Responsibilities will include but are not limited to:

  • Manage client records in system
  • Generate reports
  • Act as a backup on phones and reception
  • Process paperwork and send out letters
  • Assist with social media
  • Support office projects as needed

The right candidate will offer relevant experience in finance or banking industries. Top-notch client service and communication skills-both written and verbal-will also be mandatory. Our client is targeting disciplined candidates who will learn quickly and also be willing to take on a variety of responsibilities as needed.

Requirements/Qualifications:

  • Associate degree required, bachelor's degree preferred
  • Proven experience within finance or banking
  • Proficiency in MS Office and CRM experience
  • Impeccable attention to detail
  • Professional, amicable demeanor

This is a temp-to-hire opportunity with full-time hours. Schedule is 8:00 AM-5:00 PM, Monday through Friday.

Please forward Word resume for prompt consideration. Local candidates only.

Frankel Staffing Partners proudly recruits on behalf of premier employers in the Triangle (and beyond). We specialize in Office Support, Life Science and other Professional Services positions. To view our current openings, please visit our website at .

Job Type: Full-time

Pay: From $17.00 per hour

Schedule:

  • Monday to Friday

Work Location:

  • One location

Work Remotely:

  • No

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