Client Experience Advocate - Wealth Management
Job in
Chapel Hill, Orange County, North Carolina, 27517, USA
Listed on 2026-08-13
Listing for:
Vigilantwm
Full Time
position Listed on 2026-08-13
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Hightower Signature Wealth, based in North Carolina, seeks a Client Service Advocate to support advisors and clients with high-volume service requests. You will handle client inquiries, schedule meetings, and ensure timely follow-up while maintaining discretion on confidential matters.
You will process cashiering items, coordinate trades and cash management with advisors, and assist with account openings and transfers, upholding fiduciary standards and data integrity.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×