Client Service Associate – Wealth & CRM Ops
Listed on 2026-10-07
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Customer Service/HelpDesk
CRM Systems & Management -
Finance & Banking
Sound Harbor Wealth Partners is seeking a Client Service Associate to thrive in a team environment and support financial advisors with back-office operations. The role involves daily client interactions, account openings, money movements, and CRM data management.
The ideal candidate will demonstrate strong communication across multiple channels, effective multi-tasking, and a proactive approach to follow-ups. Onsite work with potential for occasional client events is required.
The Client Service Associate – Wealth & CRM Ops position in the Sales field is open for applications.
Are you ready to take on the Client Service Associate – Wealth & CRM Ops role at Raymond James?
We would love to welcome a new Client Service Associate – Wealth & CRM Ops to our organisation in Wilmington, NC, United States.
For the Client Service Associate – Wealth & CRM Ops position at Raymond James, we are reviewing applications now.
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