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Lake Norman Advisors
Client Support Specialist
Career Insights for Client Service Representative / Associate
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Based on North Carolina data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$45,992 / year median in North Carolina
-3% projected decline
Job Description
Job Title:
Client Support Specialist Location:
Cornelius, NC (In-Office)Job Type:
Full-Time About Us At Lake Norman Financial Advisors, we help families and individuals navigate their financial journeys so they can "Plan the Voyage and Enjoy the Destination". Backed by over 30 years of experience, our fiduciary, CFP®-led team specializes in comprehensive retirement solutions, investment management, and tax planning. We take pride in building trusted, multi-generational local relationships supported by robust, national-level wealth resources. Position Summary We are seeking an organized, detail-oriented, and welcoming Client Support Specialist to serve as the backbone of our Cornelius office. You will be a support point of contact for our clients, helping manage office operations, coordinate scheduling, and ensure our 4-step client planning process runs seamlessly. The ideal candidate will blend professional executive support with the warm hospitality that our Lake Norman families trust. Key ResponsibilitiesClient Relations:
Greet clients warmly upon arrival, answer incoming calls, manage office correspondence, and provide an exceptional first impression.Calendar Management:
Schedule client Discovery Meetings, Strategy Sessions, and regular financial reviews for the advisory team.Operational Support:
Prepare paperwork, organize physical and digital client files, and support the implementation of wealth management accounts.Newsletter & Event Coordination:
Assist with organizing local retirement seminars, educational workshops, and managing our weekly client newsletter distribution list.Prospect Consultation Scheduling:
Proactively reach out to prospects to qualify their basic needs and coordinate schedules for initial Discovery Meetings.Data Security & Integrity:
Maintain strict confidentiality and adhere to financial industry privacy regulations to protect sensitive client information. Qualifications & SkillsExperience:
2+ years of administrative assistant or office manager experience, preferably within financial services, insurance, banking, or legal industries.Tech-Savvy:
Proficiency with CRM systems, calendar management software, and the MS Office Suite (Word, Excel, Outlook).Communication:
Exceptional verbal and written communication skills with a polished, professional demeanor.Core Values:
A high degree of honesty, integrity, and a client-first mindset that aligns with our core company philosophy.Location:
Must live within commuting distance of our office in Cornelius, NC. Benefits- Comprehensive Health Insurance package.
- Dental and Vision Insurance coverage.
- Competitive base salary based on experience.
- Paid Time Off (PTO) and paid holidays.
- Professional development opportunities in a stable, growing wealth management firm.
- Friendly, collaborative, and community-focused team environment.