Client Service Specialist (Financial Services)

Location: Raleigh, North Carolina, United States; employees work in the office at least four days per week and may work from home one day per week.

Company

A diversified financial services organization providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Perform front-desk and general administrative duties, including handling correspondence, check deposits, office supplies, equipment, expenses, and maintenance requests.
• Answer phones, greet clients and prospects, and maintain client and office files.
• Schedule client and prospect appointments, enter client data, and support advisor meetings.
• Handle client service requests, establish new clients, and introduce digital client experiences.
• Monitor practice goals and support marketing programs, seminars, and client events.

Requirements

• Associate degree or equivalent.
• 1–3 years of relevant experience.
• Professionalism, confidentiality, and the ability to work with limited direction.
• Strong interpersonal, written, and oral communication skills.
• Ability to work in a fast-paced environment, maintain operational quality, and balance multiple priorities.
• Must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Bachelor’s degree or equivalent.
• Understanding of financial advisor practices and business fundamentals.
• Experience resolving client requests and concerns directly with clients.

Culture & Benefits

• Client-centric, relationship-based work environment centered on face-to-face collaboration.
• Training, mentoring, and licensing support for career development.
• Hybrid flexibility with one work-from-home day per week, subject to role-specific requirements.
• Inclusive and accessible recruitment process.