Wealth Management Client Service Associate
Listed on 2026-10-11
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Finance & Banking
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Customer Service/HelpDesk
Reganess Wealth Management Group in Greensboro, NC is seeking a Registered Client Service Associate to deliver exceptional client service, safeguard client assets, and provide administrative and operational support to the branch. You will onboard new client accounts, process requests, maintain CRM records, assist with marketing initiatives, and stay current on firm policies and risk awareness.
The role requires 3+ years of wealth management customer service and a Bachelor's degree; SIE/Series 7
We invite applications for the Wealth Management Client Service Associate position located in Greensboro, NC, United States.
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