What are the responsibilities and job description for the Client Service Associate position at Wilson Financial Group?
Company Description Wilson Financial Group is a values-based financial planning firm focused on helping clients align their wealth with what matters most in their lives. The firm primarily serves individuals and families approaching retirement who are concerned about long-term financial security and the well-being of their loved ones. Through a structured discovery and implementation process, Wilson Financial Group helps clients clarify their financial values, articulate concerns about money, and set meaningful goals for their wealth. The team emphasizes properly allocated portfolios, thoughtful risk management, and collaboration with leading strategists to support a high potential for client success. Securities and advisory services are provided through Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., with whom Wilson Financial Group is affiliated for regulatory and compliance purposes.
Role Description The Client Service Associate is a full-time, on-site role based in Gastonia, NC. This position supports financial advisors and clients by managing daily service requests, responding to inquiries, and ensuring a positive, efficient client experience. Responsibilities include preparing and processing account documentation, updating client records, coordinating appointments, and assisting with follow-up on action items from client meetings. The role also involves handling phone and email communications, resolving routine service issues, and liaising with custodians or third-party providers as needed. The Client Service Associate will contribute to a values-driven client experience by maintaining professionalism, attention to detail, and confidentiality in all interactions.
Qualifications
Role Description The Client Service Associate is a full-time, on-site role based in Gastonia, NC. This position supports financial advisors and clients by managing daily service requests, responding to inquiries, and ensuring a positive, efficient client experience. Responsibilities include preparing and processing account documentation, updating client records, coordinating appointments, and assisting with follow-up on action items from client meetings. The role also involves handling phone and email communications, resolving routine service issues, and liaising with custodians or third-party providers as needed. The Client Service Associate will contribute to a values-driven client experience by maintaining professionalism, attention to detail, and confidentiality in all interactions.
Qualifications
- Strong client-facing capabilities, including Client Services and Customer Service skills.
- Experience in support-focused roles such as Customer Support, with the ability to manage inquiries and follow through on service requests.
- Excellent Communication skills, both written and verbal, with a professional and empathetic approach.
- Foundational understanding of Finance or financial services, with the ability to learn firm processes, products, and compliance requirements.
- High level of organization, accuracy, and attention to detail in documentation and record keeping.
- Proficiency with office productivity tools and CRM or client management systems.
- Ability to work collaboratively in an office environment, manage multiple priorities, and maintain confidentiality.
- Preferred: prior experience in a financial advisory, wealth management, or banking environment; associate or bachelor’s degree in business, finance, or a related field.