Client Services Associate k Match
Job in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-01-27
Listing for:
RIA Recruiting
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial planning and investment management firm in Wilmington, NC is looking for a full-time Client Service Associate to support clients of multiple advisors. Responsibilities include answering calls, maintaining CRM info, and assisting with onboarding new clients. Candidates should have 2 years of office experience and excellent communication skills. The role offers a salary range of $50,000 – $60,000 based on experience, along with benefits like a quarterly bonus and 401(k) matching.
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Position Requirements
10+ Years
work experience
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