Client Service Associate

Job overview

The Client Service Associate role is listed onsite in Raleigh, NC. Compensation is not specified. Cunningham Financial, a growing financial planning firm, says its mission is to help clients achieve their financial goals; the associate reports to Financial Advisors and supports their work. The associate handles day-to-day office operations, client service, paperwork, and account processing. The role helps advisors use their time effectively while providing clients with timely, accurate, and professional information and support.

What you'll do

• Prepare for and follow up on client meetings
• assemble paperwork and generate reports
• schedule appointments and document meetings
• process client service requests and resolve problems
• maintain compliant documentation and records
• partner with the broker-dealer on account establishment, maintenance, and compliance
• process account paperwork and requests
• manage competing priorities.

What we're looking for

Skills & competencies

client service associate

raleigh nc

kestra financial independent advisor

financial planning

client service

account processing

broker-dealer operations

compliance

meeting preparation

series 7 preferred

series 65/66 preferred

Work arrangement

• Weekend coverage required

Why this role

A business-related bachelor’s degree and two or more years of financial services experience are preferred; Series 7 and 65/66 licenses are preferred or may be obtained.

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.