Client Service Associate

Overview

Cornerstone Wealth is a well-established wealth management firm that offers comprehensive advice to individuals, families, and businesses using a team-based approach. Our client service team is expanding and we are seeking a Client Service Associate to join our team in our Huntersville, NC or Charlotte, NC office.

• Serves as primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships
• Provides all client support including account applications, custodial paperwork, investment advisory agreements and move money requests
• Assist the Wealth Advisor in gathering relevant client data including demographic, financial, suitability and risk tolerance
• Onboarding new clients
• Input financial data for planning in eMoney
• Prepare materials for client and prospective client meetings such as illustrations, hypotheticals, and other reports
• Schedule/confirm meetings for the Wealth Advisor
• Attend client meetings as needed
• Coordinates follow up activities resulting from the client meeting
• Maintain electronic client records in Salesforce and the document management system

• Minimum of 2-3+ years’ experience in the financial services industry (preferably with an RIA or broker dealer)
• Proficient in Microsoft Office applications and proven ability to learn other software and technology
• Demonstrated excellence in the following areas: attention to detail, strong organizational, communication and time management skills and the ability to work in a fast-paced environment and manage multiple tasks and demands
• FPQP designation or Series 65 license or other relevant designation (or working toward) a plus but not required
• Employer-paid health, dental, and life insurance.
• 401(k) with employer match
• Paid time off and holidays.

• Interested candidates should submit their resume and cover letter to