Client Service Associate

Company Description

BSG Advisers is an independent financial planning firm committed to putting clients' interests first. Using a transparent, fee-based approach, we deliver conflict-free financial advice tailored to help individuals plan and manage their financial futures. Our services include financial planning, investment advice, and insurance, while maintaining a fiduciary obligation to prioritize client goals. Headquartered in Apex, NC, BSG Advisers fosters a collaborative environment where planning-focused professionals can thrive. Registration as a Registered Investment Adviser does not imply a particular level of skill or training.

Role Description

This is an on-site, full-time role for a Client Service Associate based in Apex, NC. The Client Service Associate will support advisors by managing client accounts, preparing financial reports, and handling client inquiries. Responsibilities include coordinating client meetings, processing transactions, maintaining accurate client records, and ensuring compliance with financial regulations. The associate will also assist in improving client service workflows and contribute to fostering a positive and efficient client experience.

Qualifications

• Customer service and client interaction skills, with strong attention to detail and a commitment to client satisfaction.
• Proficiency in financial services-related tasks, including account management and transaction processing.
• Organizational and time management skills to handle multiple tasks and meet deadlines in a fast-paced environment.
• Familiarity with regulatory compliance in the financial services industry preferred.
• Proficiency in Microsoft Office Suite and financial planning tools is an asset.
• Excellent written and verbal communication skills.
• Previous experience in financial services, client relations, or a related field preferred.
• Bachelor’s degree in Finance, Business Administration, or a similar area of study is advantageous.