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Client Service Associate: Wealth Advisory
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-01
Listing for:
Cornerstone Wealth Group, LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A prominent wealth management firm in Charlotte, NC is seeking a Client Service Associate to enhance their client service team. Role involves supporting Wealth Advisors, managing client relations, and preparing relevant documentation. Candidates should have 2-3+ years in the financial services sector, be proficient in Microsoft Office, and demonstrate strong organizational and communication skills. The firm offers competitive benefits including health insurance and a 401(k) plan.
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Position Requirements
10+ Years
work experience
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