Client Service Associate (no remote work)

Client Service Associate (no remote work)

Connors Wealth Management | Charlotte, NC, 28201, US
Salary Range:$37,000 – $63,000 Salary range estimated by Zippia

Posted 9 days ago

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Connors Wealth Management is seeking a highly qualified, positive, and motivated Client Service Associate to be an integral part of our fast-growing company. This position is on-site, M-F 8:00AM-5:30PM with no remote work available. CSA’s play a critical role by providing administrative support to advisors and operations team, and ensure our clients receive outstanding service and communication. Candidates must be high-energy, detail-oriented, and have a passion for helping others. Connors Wealth Management offers a fast-paced, professional environment with great benefits a competitive salary based on experience. This position will be on a fast track to a supervisory role after one year, based on performance.


  • Provide positive and professional service to the client base assigned
  • Handle all communication with the client base including phone calls, and emails
  • Assist other team members with client projects
  • Handle all follow-up activities from client meetings
  • Process all paperwork, money movement, and client requests
  • Build and maintain a relationship with the client base
  • Assist in developing client review materials
  • Interact with the firm’s operations team on planning and follow up
  • Develop and maintain written systems of all activities
  • Attend all training and information sharing meetings scheduled by the operations team
  • Maintain all continuing education requirements of a wealth advisor plus required training elements
  • Attend all firm client events
  • Knowledge, Skills & Abilities Excellent attitude and interpersonal skills
  • Extraordinary client service orientation
  • Excellent communication skills
  • A genuine passion for serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • Ability to handle multiple tasks and handle stress professionally
  • Series 63, 65 or 66 is preferred
  • Bachelor's degree is preferred
  • We offer a great working environment in beautiful and professional office locations in Cocoa Beach and Suntree. For more information about our company and our team, please visit our website