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Wealth Client Services Associate

Job in Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for: raymondjames
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below

Sound Harbor Wealth Partners in Wilmington, NC is seeking a Client Service Associate to thrive in a collaborative team and support financial advisors with back-office operations. The role emphasizes strong communication, client service, and accurate record-keeping.

As an RJFS-affiliated independent branch, the position involves basic account activities, CRM usage, and ongoing training to stay current with firm policies and industry procedures.

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Position Requirements
10+ Years work experience
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