Registered Client Service Associate

## Registered Client Service Associate Apply:
Greensboro, North Carolina - United States:
Full time:
Posted Today:
R-0013323
** Job Description Summary
** At Reganess Wealth Management Group, we believe that effective wealth management starts with understanding the person, not just their finances. By intentionally serving a select group of families and organizations, we provide the attention, expertise, and long-term partnership our clients deserve. We approach every relationship with a multigenerational mindset, helping clients navigate complex financial circumstances while implementing customized investment and wealth management strategies that support their complete financial picture.
As we grow, we are seeking a Registered Client Service Associate to provide exceptional client service, assist in safeguarding client assets, and serve as administrative and operational support the branch.
Get better acquainted and apply with us below.
** Job Description*
* ** Essential Duties and Responsibilities*
* · Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
· Onboard new client accounts and money movement, which includes the collection of required documentation and client information
· Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
· Regularly seek opportunities to use firm resources for peer sharing and collaborating with branch associates and advisors
· Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
· Keep CRM systems up to date with client information
· Collect the right documentation for opening new accounts and service requests
· Research client and security information through the back-office system
· Process and follows up on client documentation for proper maintenance of accounts
· Ensures required client paperwork is current with firm and industry requirements, rules, and regulations
· Receives cross training and assists with other operational functions as required
· Document internal processes and procedures related to duties and responsibilities
· Other duties as assigned
** Competencies
* *** Adaptability** - Adapts to changes in the work environment. Changes approach or method to best fit the situation. Manages competing demands.
** Communications** - Exhibits good listening and comprehension. Expresses ideas and thoughts professionally both in writing and verbally.
** Cooperation** - Displays positive outlook and pleasant manner. Establishes and maintains effective relations. Exhibits tact and consideration. Offers assistance and support to co-workers. Works actively to resolve conflicts. Works cooperatively in group situations.
** Customer Service** - Displays courtesy, empathy, and discretion throughout all client interactions, including difficult or emotional customer situations. Meets project and task deadlines. Responds promptly to customer needs.
** Dependability** - Strong work ethic. Accountability. Follows instruction. Keeps commitments.
** Problem Solving** - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
** Teamwork –
** Thrives in a task-oriented team environment.
** Computer and Software Skills*
* · MS Office
· Docusign·
CRM
· Proficient with standard office technology
*
* Experience:

** 3+ years of customer service, relationship management, and/or administrative experience in a wealth management setting.
*
* Education:

**…