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Client Service Associate

F24910c5 444b 4cb2 860d E4d027dd4dcc 19000101 000001 · Cary, NC, US, Cary, NC · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyF24910c5 444b 4cb2 860d E4d027dd4dcc 19000101 000001
TitleClient Service Associate
Normalized title-
Department / team-
LocationCary, NC, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-11 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from F24910c5 444b 4cb2 860d E4d027dd4dcc 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Cary.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyF24910c5 444b 4cb2 860d E4d027dd4dcc 19000101 000001
Sourcef421a6cd-6b25-45b8-a4fb-3e87ac746db7
ATS providerADP Workforce Now Recruiting

Description

SUMMARY: The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery. PRINCIPAL ACCOUNTABILITIES: Time: Description: 20% Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate. 20% Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables. 10% Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions. 10% Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners. 10% Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert. 5% Assist with service requests, documentation updates, and routine account maintenance. 5% Prepare meeting materials, reports, and presentations for client reviews and advisor meetings. 5% Coordinate scheduling, meeting logistics, and follow-up actions. 5% Maintain organized electronic files and documentation in accordance with Bank standards. 5% Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks. 5% Support process consistency and service excellence by following established procedures and identifying opportunities for improvement. BASIC QUALIFICATIONS: Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: - Strong attention to detail with the ability to manage multiple priorities in a fast paced environment. - Proficiency with Microsoft Office and CRM systems. - Service oriented with a focus on consistency and client satisfaction. - Strong organizational and follow-through skills. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

Full job record

Job ID18ed79db39659df5d64ee1130eb00694207c896e
Org IDfbb9cdf6-373d-40b4-8ec4-ea27b0ba40b6
Source IDf421a6cd-6b25-45b8-a4fb-3e87ac746db7
Board IDf421a6cd-6b25-45b8-a4fb-3e87ac746db7
Provideradp_workforcenow
Provider Job Key572106
TitleClient Service Associate
Normalized Title—
Statusactive
Activeyes
Location TextCary, NC, US, Cary, NC
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNC
CityCary
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f24910c5-444b-4cb2-860d-e4d027dd4dcc&ccId=19000101_000001&lang=en_US&type=JS&jobId=572106&jwId=9201262875879_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f24910c5-444b-4cb2-860d-e4d027dd4dcc&ccId=19000101_000001&lang=en_US&type=JS&jobId=572106&jwId=9201262875879_1
First Seen At2026-05-31 19:02:05Z
Last Seen At2026-06-06 13:00:07Z
Last Checked At2026-06-06 13:00:07Z
Last Changed At2026-06-06 13:00:07Z
Inactive At—
Source Posted At2026-05-11 18:28:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=f24910c5-444b-4cb2-860d-e4d027dd4dcc|19000101_000001/date=2026-06-06/2026-06-06T13-00-07-051Z-4b9cd2fa3b8c9bf8533404b60c80d19f5da446484a003d276356f7e670d2cef6.json
Event Fields
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  "last_changed_at": "2026-06-06T13:00:07.892Z",
  "active_status": "active"
}
Parsed Structured
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  "inferred_at": "2026-06-06T13:00:07.879Z",
  "launch_scope": {
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      "confidence": 0.95
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  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "requisitionDescription": "<div><div><div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;' data-pasted=\"true\"><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>SUMMARY:&nbsp;</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>PRINCIPAL ACCOUNTABILITIES:&nbsp;</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>Time: Description:&nbsp;</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>20%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>20%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions.<strong>&nbsp;</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Assist with service requests, documentation updates, and routine account maintenance.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Prepare meeting materials, reports, and presentations for client reviews and advisor meetings.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Coordinate scheduling, meeting logistics, and follow-up actions.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Maintain organized electronic files and documentation in accordance with Bank standards.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;Support process consistency and service excellence by following established procedures and identifying opportunities for improvement.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>BASIC QUALIFICATIONS:&nbsp;</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>ADDITIONAL QUALIFICATIONS:&nbsp;</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>- Strong attention to detail with the ability to manage multiple priorities in a fast paced environment.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>- Proficiency with Microsoft Office and CRM systems.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>- Service oriented with a focus on consistency and client satisfaction.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>- Strong organizational and follow-through skills.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;font-family:\"Arial\",sans-serif;color:black;'>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;font-family:\"Arial\",sans-serif;color:black;'>They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;font-family:\"Arial\",sans-serif;color:black;'>Affirmative Action/Equal Opportunity Employer</span></p></div></div></div>\n",
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