Posted 07/10/2025
Job Number: 13514
Registered Client Service Associate
Winston-Salem, North Carolina • Onsite
Industry: Financial Services
Job Category: Administrative
Job Type: Direct Hire
Salary: $60,000 - $73,500/Annually
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Job Description
A leading financial services firm is seeking a Registered Client Service Associate to join its close-knit wealth management team supporting two advisors with a combined $300M in AUM. This is an onsite role based in Winston-Salem, NC. The ideal candidate will oversee daily operations including account openings, client communication, and transaction processing, while contributing to a culture grounded in collaboration, professionalism, and community involvement. This opportunity is well-suited for a motivated professional looking to grow into a future team lead role and who thrives in a supportive, service-focused environment. The firm is seeking a self-starter with a background in financial services, a team-first mindset, exceptional client service abilities, and the confidence to meet high standards in a fast-paced setting.
Registered Client Service Associate Responsibilities:
- Support two financial advisors in managing a $300M+ AUM book of business
- Open new client accounts and facilitate money movements such as transfers and distributions
- Communicate with clients via phone and email to address service needs
- Monitor daily alerts, reports, and action items related to client accounts
- Participate in team coverage, assisting other CSAs when needed
- Coordinate logistics and support for monthly in-person client events
- Maintain accurate records in CRM and stay organized across multiple systems
- Foster a positive client experience while upholding the highest levels of professionalism
Registered Client Service Associate Requirements:
- Series 7, Series 66 or Series 63/65, and SIE licenses are required
- 4–5+ years of client service experience in the financial services industry
- Strong communication skills and willingness to regularly call clients
- Solid proficiency with Microsoft Word, Excel, Outlook
- Familiarity with Microsoft Dynamics 365, Envestnet, Money Guide Pro, and Thomson ONE is preferred but not required
- Bachelor’s degree is preferred but not required
Benefits:
- Bonus potential
- Profit-sharing contributions into 401(k)
- Medical, dental, and vision insurance
- Company 401(k) and ESOP participation
- Generous vacation, sick time, and parental leave
- Paid holidays and professional development support
- Tuition reimbursement available
- Discounted personal insurance coverage
- Charitable gift-matching and dedicated community service day
Apply now!
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Job ID: a0CUm00002tBBK3MAO
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