Processing/Client Services Coordinator Position Available In Wake, North Carolina

Processing/Client Services Coordinator Raleigh Wealth Solutions Cary, NC Job Details Full-time From $55,000 a year 21 hours ago Benefits Profit sharing Paid holidays On-site gym 401(k) Paid time off Flextime Parental leave Referral program Qualifications CRM software Mid-level Microsoft Office Finance Series 7 Bachelor’s degree Series 65 Business 2 years

Full Job Description Position:

Processing /

Client Servicing Coordinator Salary:

$55k (Based on experience and licensure)

Status:

Full Time Location:

In Office•

Cary, NC Exciting Career Opportunity:

Processing / Client Servicing Coordinator! Are you a passionate, detail-oriented professional ready to make your mark in the financial services industry? Look no further! Raleigh Wealth Solutions is on the hunt for a Processing / Client Servicing Coordinator to join our vibrant team. If you thrive in a dynamic environment, love building lasting relationships, and are dedicated to providing top-notch support, we want to meet you! Why Join Us? At Raleigh Wealth Solutions, we pride ourselves on delivering best-in-class service to our clients. As a key player in our team, you’ll be instrumental in onboarding new clients and managing service requests, ensuring our advisors and clients receive the exceptional support they deserve.

Job Duties Include:

Processing:

Handle new business applications and track service requests like trades, beneficiary changes and withdrawals.

Client Interaction:

Respond to inquiries and resolve issues promptly, ensuring client satisfaction.

Support:

Assist our advisors in meetings, prepare client summaries, and maintain income plans.

Participation:

Sit in on client meetings as needed.

Qualifications:

Education:

Bachelor’s degree in business/finance preferred.

Experience:

2+ years of work managing detailed paperwork in a fast-paced office setting. Work supporting a Financial Advisor is a plus.

Licensure:

Series 65 and/or 7, Life & Health licenses preferred (or willingness to obtain).

Skills:

Proficient in Microsoft Office and CRM systems, with excellent communication abilities.

You’ll Shine If You Are:

Highly organized and detail oriented. An excellent communicator, both written and verbal. A proactive problem-solver who thrives in fast-paced settings. Driven by a competitive spirit and a desire to exceed expectations.

Compensation and Perks:

Starting Salary:

$55k (Based on experience and licensure).

Location:

Enjoy our brand-new, state-of-the-art offices in Cary NC.

Benefits:

Enjoy a comprehensive package, including 401k, profit sharing, PTO, paid Holidays, flex time, maternity/paternity leave, and a Lifetime Fitness membership! This Is A Full Time Role with

The Following Work Hours:

Monday:

8:30 am•5:30 pm

Tuesday-Thursday:

9:00 am•5:30 pm

Friday:

9:00 am•5:00 pm Grow with Us! At Raleigh Wealth Solutions, we’re committed to a supportive and empowering workplace where you can thrive personally and professionally. If you’re ready to build a meaningful career and forge lasting client relationships, we want to hear from you! Apply today and embark on an exciting journey with Raleigh Wealth Solutions! Raleigh Wealth Solutions is an equal opportunity employer. Raleigh Wealth Solutions will provide employment opportunities to all people without regard to race, color, creed, religion, gender, age, national origin, disability, veteran status, or any other characteristic protected by applicable Federal, State or local laws or regulations. All personnel actions will adhere to this policy, personnel actions include, but are not limited to, recruitment, selection, hiring, transfers, promotions, terminations, compensation, and benefits. Further, Raleigh Wealth Solutions will provide reasonable accommodation for qualified individuals with disabilities.

Job Type:

Full-time Pay:

From $55,000.00 per year

Benefits:

401(k) On-site gym Paid time off Parental leave Referral program

Work Location:

In person