Client Service Associate
Company: Bill Good Marketing
Location: Raleigh
Posted on: February 17, 2026
|
|
|
Job Description:
Job Description Job Description Overview Olde Raleigh Financial
Group is a boutique wealth management firm in Raleigh, NC, known
for its calm, relationship-driven approach and high-touch client
service. We are seeking a warm, detail-oriented Client Service
Associate to join our established team and step into a pivotal role
supporting the day-to-day operations of our advisory practice. This
is an in-office, salaried position ideal for someone who thrives in
a client-facing support role and enjoys being part of a small,
values-aligned team with a long history of client trust. You’ll be
the first face clients see when they walk through the door—and a
key contributor behind the scenes. The Role As the Client Service
Associate, you’ll provide operational and administrative support to
a team of four advisors, helping ensure an exceptional client
experience from onboarding through ongoing service. Your
responsibilities will include: Greeting clients, answering phones,
and managing front-office hospitality Preparing and processing
paperwork for new accounts, ACATs, RMDs, and other routine
transactions Monitoring client documentation status (signatures,
transfers, follow-ups) Maintaining CRM data (Redtail, Levitate) and
uploading documents via Laserfiche Supporting digital workflows via
DocuSign and coordinating logistics for client events Providing
occasional backup on 401(k) plan servicing and basic marketing
coordination Assisting with internal operations such as check
deposits and calendar management What Success Looks Like Success in
this role is defined by consistency, accuracy, and your ability to
create a seamless experience for both clients and colleagues. We’ll
be looking for: Confident ownership of routine workflows with
minimal supervision Positive client impressions at every point of
contact Organized, detail-driven execution of tasks A smooth
transition of operational responsibilities from our Operations
Manager Who You Are You’re a natural with people: easy to talk to,
thoughtful, and grounded. You enjoy helping others, take pride in
getting the details right, and don’t get rattled under pressure.
You’re the kind of person who remembers to smile when you answer
the phone and notices when a client needs an extra minute of care.
You’ll thrive here if you: Have high emotional intelligence and
make others feel welcome Are willing to get grooved into our
working systems and take initiative when it’s needed Are humble,
friendly, and able to work with a wide range of personalities
Appreciate clear boundaries and a consistent work routine
Requirements 3 years in a CSA or financial services support role
Experience with Fidelity, Redtail, and Microsoft Office Familiarity
with DocuSign, Laserfiche, and Levitate preferred Strong attention
to detail, organization, and follow-through Series 65 license (or
willingness to obtain within first year) Prior exposure to
financial paperwork and client service in an advisory firm Benefits
Competitive base salary ($55,000–$75,000 DOE) 401(k) with Safe
Harbor and Profit Sharing after 1 year / 1,000 hours 10 days PTO
all market holidays (approx. 10 per year) Free money management for
employees with brokerage experience Office hours: 8:00 AM – 4:00 PM
with a flexible 1-hour lunch To Apply Please submit your resume and
a brief letter introducing yourself and your interest in the
role.
Keywords: Bill Good Marketing, Wilson , Client Service Associate, Administration, Clerical , Raleigh, North Carolina
