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Client Service Representative - Hillsborough, NC
Hillsborough, NCPosted 1 weeks ago
onsite
Job Description
Remote Status: Hybrid
Job Id:
3940
# of Openings:
1
Pay Range: $55,000 - $65,000 per year
Position: Client Service Representative
Firm: Rosewood Wealth Management
Location: Hillsborough, NC
Overview:
Rosewood Wealth Management is a fast-growing financial planning firm in Hillsborough, NC that prides itself on delivering an outstanding client experience from the very first interaction. We are seeking a highly organized, process-driven Client Service Representative to support both client service and operational workflows.
This role is ideal for someone who thrives in a detail-heavy, fast-paced environment, communicates clearly with clients and teammates, and enjoys being a central part of delivering a smooth and confidence-building client experience. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently.
What you’ll do:
- Process ongoing service requests such as beneficiary updates, address changes, and other client or account-related changes, ensuring accuracy and completeness of all documentation
- Prepare and submit forms, coordinate signatures, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements
- Monitor pending requests and proactively follow up with custodians, carriers, and internal teams to resolve issues, including NIGO items, and keep requests moving forward efficiently
- Keep the CRM (Wealthbox) consistently updated so advisors and team members have clear, current information regarding client activity and account status
- Support smooth communication between advisors, clients, and operational partners while identifying opportunities to streamline workflows and improve operational efficiency
- Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service
What We’re Looking For:
- Associate’s degree required, Bachelor’s degree preferred
- 1+ years’ experience in the financial industry
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Google Workspace
- Self-starter who takes initiative and works well independently
- Excellent communication; written and verbal, professional and well spoken
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
What You’ll Get:
Pay & Perks:
- $55k - $65k/year based on experience + bonus potential
- Health insurance
- Dental insurance
- PTO
- Opportunities for professional development and growth
Schedule:
- Hybrid: Monday – Friday, 9am-5pm (temporarily remote)
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $55,000 - $65,000 per year
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