Client Service Advocate - Stearns Financial Group
$31,200–$31,200 year
On-siteChapel Hill, North Carolina, United States
Job Summary
Respond promptly to client inquiries, schedule meetings, and provide follow-up after advisor sessions while handling confidential matters with discretion. Process cashiering requests including wires and transfers, verify legitimacy, and coordinate trade items with trading managers. Manage account maintenance tasks such as beneficiary changes and address updates, resolve custodial alerts, and initiate account openings. Ensure client documentation meets regulatory standards and maintain accurate records of all interactions. Collaborate with advisors to support client care and meeting preparation, proactively sharing client information to ensure relationship continuity.
Required Qualifications
- Minimum 2 years of customer service or related experience
- Proficiency with PC's including Microsoft Office software applications (Word, Excel, Power Point, Outlook)
- You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
- #LI-Onsite
- Precise and reliable – Accuracy and reliability are a mandatory component of this role. A very strong aptitude for detail is required for successful performance.
Desired Qualifications
- Proficiency with Box, SalesForce CRM, & Black Diamond
- Knowledge of Schwab Institutional and Fidelity
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.