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Client Services Associate (Raleigh, Wealth Management) - Temp-to-Hire, $19-24/hr

Company: Frankel Staffing Partners
Location: Holly Springs
Posted on: November 18, 2021

Job Description:

Our client, a reputable wealth management firm located in Raleigh, seeks a self-motivated, collaborative, and reliable Client Services Associate.

This firm provides comprehensive financial services to a wide range of clientele. It prides itself on service excellence and client-responsiveness, while also fostering a supportive culture. This CSA will assist with administrative and client service functions. We seek an experienced industry professional who brings a similar commitment to quality as well as desire for work-life balance.

Responsibilities will include but are not limited to:

Own client communication and relationships
Manage client records in system
Generate reports
Process paperwork and send out letters
Assist with social media
Attend and support events after hours on occasion
Support office projects as needed

The right candidate will offer relevant experience in finance or banking industries. Top-notch client service and communication skills-both written and verbal-will also be mandatory. Our client is targeting disciplined candidates who will learn quickly and also be willing to take on a variety of responsibilities as needed.


2+ years' experience within finance or banking
Proficiency in MS Office and CRM experience
Impeccable attention to detail
Trusted follow through skills
Professional, amicable demeanor
Position will be located on-site. COVID vaccination is required.

This is a temp-to-hire opportunity with full-time hours. Schedule is 8:00 AM-5:00 PM, Monday through Friday. Upon hire, we will process a criminal background and a credit check.

Please forward Word resume for prompt consideration. Local candidates only.

Frankel Staffing Partners proudly recruits on behalf of premier employers in the Triangle (and beyond). We specialize in Office Support, Life Science and other Professional Services positions. To view our current openings, please visit our website at

Keywords: Frankel Staffing Partners, Cary , Client Services Associate (Raleigh, Wealth Management) - Temp-to-Hire, $19-24/hr, Executive , Holly Springs, North Carolina

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