Client Service Advocate (CSA)

Atlas Investment Management of NEST Capital is hiring a Full-Time Client Service Advocate for our Wilmington, North Carolina office. This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. The ideal candidate would show great initiative, be highly organized, thoughtful, proactive, and personable. We are a fast-paced business where work and client needs are wide-ranging and flexible. Being detail oriented and able to constantly shift priorities is a must.

We work hard for our clients, and it shines through in our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations. A partial list of responsibilities for the Client Service Advocates includes tasks such as:

• Greet and welcome guests to the office
• Assist leadership with projects and administrative work
• Answer and route incoming calls
• Arrange and maintain office and meeting calendars
• Maintain inventory of office and marketing supplies
• Assist in office facility management
• Process incoming/outgoing faxes, mail and packages
• Process check deposits/issue receipts
• Adhere to strict industry rules and regulations
• Arrange and manage travel and reservations
• Account and asset transfers, contributions and distributions
• Support multiple financial advisors as well as other support staff
• Maintain up-to-date CRM database (contact info, actions, service records, etc)
• Represent and enhance company Mission and Core Values

At Atlas Investment Management of NEST Capital we value integrity, collaboration, authenticity, candor, humility, trustworthiness, and a willingness to challenge thinking. Join us in a business that still recognizes how invaluable associates are to the practice and to our clients.

About Atlas Investment Management of NEST Capital

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices, Atlas Investment Management being one of those practices. NEST has 78 associates dispersed among 17 offices in 8 different states. Each member of our team is friendly, resourceful, and efficient, has a positive attitude, and aims to exceed client expectations.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sexual orientation, gender identity/expression, nationality or any other basis; and will not be discriminated against on the basis of disability.

Job Type: Full-time

Salary: $20.00 - $23.00 per hour

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Retirement Plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $20 - $23