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Senior Client Service Associate – Wealth Management

Job in Greensboro, Guilford County, North Carolina, 27497, USA
Listing for: Talentwealth
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR
Job Description & How to Apply Below

Talent Wealth Recruiting is seeking a Senior Registered Client Services Associate for a prominent independent wealth management client in Greensboro, NC. The role centers on high-touch client service, operational support for Financial Advisors, and ownership of complex service requests.

The position emphasizes accurate documentation, timely communications, and a collaborative approach across teams including compliance.

We invite applications for the Senior Client Service Associate – Wealth Management position located in Greensboro, NC, United States.

The following role is for a Senior Client Service Associate – Wealth Management with Talentwealth.

Our team is growing, and we are hiring a Senior Client Service Associate – Wealth Management in Greensboro, NC, United States.

This role is for the Senior Client Service Associate – Wealth Management role at Talentwealth.

We are seeking a motivated Senior Client Service Associate – Wealth Management to join Talentwealth in Greensboro, NC, United States.

Position Requirements
10+ Years work experience
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