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Client Services Associate

AccruePartners
Charlotte, NC Full Time
POSTED ON 5/4/2025
AVAILABLE BEFORE 5/29/2025

THE TEAM YOU WILL BE JOINING :

  • Privately-owned investment advisor serving ultra-high net-worth families
  • Located in Charlotte, NC, they've been serving families across the Southeast since 2013
  • Collaborative and transparent approach, making the experience personalized

WHAT THEY OFFER YOU :

  • Exposure to senior leaderships with opportunities to learn and grow
  • Support continued education and development
  • Collaborative, All hands on deck approach
  • Competitive benefits package

    • WHY THIS ROLE IMPORTANT

  • Providing guidance to advisors and client service team
  • Review financial movement with client accounts
  • Responsible for behind the scenes processing

    • THE BACKGROUND THAT FITS

  • 5 years of experience in a professional setting with at least a year of experience in a financial services setting
  • Client facing experience is a huge plus
  • Experience with Fidelity a plus
  • Excellent critical thinking skills
  • Team player mentality

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