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Wealth Client Services Associate

Job in Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Wilmington is looking for a Client Service Associate to support financial advisors and ensure client needs are met. Responsibilities include daily client interactions, managing accounts, and utilizing CRM software. The ideal candidate will possess strong communication skills and the ability to work in a fast-paced team environment. Candidates should have a high school education and 6 to 10 years of general experience.

This role offers a full-time position with a commitment to client-first values.
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Position Requirements
10+ Years work experience
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