Registered Client Service Associate (Wealth Management)

Location: Greensboro, North Carolina, United States; onsite

Company

Wealth management services focused on multigenerational planning, customized investment strategies, and long-term client relationships.

What you will do

• Maintain client relationships by processing requests, resolving inquiries, and keeping client information current.
• Onboard new accounts and process money movement, including collecting required documentation.
• Maintain CRM records and research client and security information through back-office systems.
• Process and follow up on account documentation to meet firm and industry requirements.
• Support marketing materials, digital and social media platforms, client events, and seminars.
• Document internal procedures and assist with additional operational functions as needed.

Requirements

• 3+ years of customer service, relationship management, and/or administrative experience in a wealth management setting.
• Bachelor’s degree or equivalent wealth management industry experience.
• SIE, Series 7, and Series 66 required, or willingness to obtain them within the stated period after starting.
• Experience with MS Office, DocuSign, CRM systems, and standard office technology.
• Strong communication, customer service, problem-solving, adaptability, dependability, and teamwork skills.
• Must work onsite in Greensboro, North Carolina.

Culture & Benefits

• Medical insurance, 401(k) with match, paid time off, and market holidays.
• Less than 25% travel.
• Training and education programs covering policies, procedures, and risk awareness.
• Collaborative, task-oriented environment focused on client service, integrity, independence, and long-term relationships.
• The branch and its associates are independent contractors with respect to hirify.global; employment and benefits are offered by the branch.