Wealth Management Client Services Associate Position Available In Wake, North Carolina

Wealth Management Client Services Associate Genesis BioPartners, LLC Raleigh, NC Job Details Full-time $80,000 – $100,000 a year 1 day ago Benefits Health insurance Paid time off Qualifications Wealth management Investment management Management CPA Public accounting Research Mid-level Attention to detail Financial concepts Accounting Organizational skills Financial services Portfolio management Client email correspondence 2 years Estate planning Communication skills Client interaction via phone calls Wills, trusts, & estate law Full Job Description Job Summary We are seeking a dedicated and detail-oriented Client Services Associate to join our team. In this role, you will serve as a vital point of contact for clients, ensuring their needs are met while providing exceptional service. You will work closely with various departments to support clients in areas such as wealth management, investment management, and financial services. The ideal candidate will possess a strong understanding of securities law and estate planning, along with excellent research and communication skills. Responsibilities Serve as the primary contact for client inquiries, providing timely and accurate information. Assist clients with account management, ensuring all documentation is complete and compliant with regulations. Conduct research on financial products and services to provide informed recommendations to clients. Maintain up-to-date knowledge of industry trends, securities law, and investment strategies to effectively advise clients. Support the preparation of wills, trusts, and estate planning documents as needed. Ensure compliance with technical accounting standards and financial regulations in all client interactions. Foster strong relationships with clients by delivering personalized service and addressing their concerns promptly. Skills Strong knowledge of securities law and financial regulations. Proficient in mathematical concepts related to finance and investment management. Excellent research skills to analyze market trends and client needs effectively. Experience in wealth management or financial services is preferred. Ability to communicate complex financial concepts clearly to clients. Familiarity with wills, trusts, estate law, and technical accounting principles is a plus. Strong organizational skills with attention to detail in managing client accounts. A proactive approach to problem-solving and client engagement. Education and Experience Two or more years of Public Accounting CPA Experience with portfolio management software Join us as a Client Services Associate where you can make a meaningful impact on our clients’ financial journeys while developing your professional skills in a supportive environment!

Job Type:

Full-time Pay:

$80,000.00 – $100,000.00 per year

Benefits:

Health insurance Paid time off

Compensation Package:

Bonus opportunities

License/Certification:

CPA (Required) Ability to

Commute:

Raleigh, NC 27608 (Required) Ability to

Relocate:

Raleigh, NC 27608: Relocate before starting work (Preferred)

Work Location:

In person