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Financial Services

Senior Client Success Specialist

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services firm in Raleigh, NC is seeking a Client Service Associate responsible for administrative support to Financial Advisors and clients. The role requires excellent communication across various platforms and organizational skills to manage detailed tasks in a fast-paced environment. Candidates should have a High School Diploma and three years of experience in the financial services industry. Join us for a career growth opportunity where you can contribute to the team's success and client satisfaction.
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Position Requirements
10+ Years work experience
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