Onsite Wealth Client Services Associate
Listed on 2026-10-09
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Finance & Banking
Bank Customer Service, Financial Services, Regulatory Compliance Specialist
Reganess Wealth Management Group in Greensboro, NC is seeking a Registered Client Service Associate to deliver exceptional client service, safeguard assets, and support branch operations.
This role focuses on onboarding new client accounts, processing requests, maintaining CRM data, and coordinating documentation to ensure accuracy and compliance.
You will assist the team with marketing materials, client events, and ongoing training to stay current with policies, procedures and risk awareness.
The Onsite Wealth Client Services Associate position in the Finance, Human Resources field is open for applications.
For the Onsite Wealth Client Services Associate position at 130 Raymond James Financial Services, Inc., we are reviewing applications now.
Step into the Onsite Wealth Client Services Associate role at 130 Raymond James Financial Services, Inc. in Greensboro, NC, United States and grow with us.
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