Pathfinder Wealth Consulting is seeking a Client Services Associate for their Cary, North Carolina office. The ideal candidate should have at least two years of experience in financial services, possess a detail-oriented mindset, and be able to work independently while fostering a personable approach to client relations
Job Summary
The role involves owning the end-to-end processing of deposits, withdrawals, ACATs, and rollovers for clients.
Candidates must be detail-obsessed self-starters who thrive in a casually professional culture that values both technical expertise and a sense of humor.
The position requires maintaining pristine data integrity within the CRM while ensuring compliance with firm policies and fiduciary duties.
Matching Summary
Match Score: 85
Pathfinder Wealth Consulting is seeking a Client Services Associate for their Cary, North Carolina office. The ideal candidate should have at least two years of experience in financial services, possess a detail-oriented mindset, and be able to work independently while fostering a personable approach to client relations.
Skills & Requirements
Must-have
2+ years financial services experience
Insurance and annuity operations knowledge
Digital onboarding lifecycle execution
Nice-to-have
Notary Public certification preferred
Securities registrations as a plus
Sense of humor and personable demeanor
Key Requirements
Bachelor's degree preferred
2+ years in financial services required
Familiarity with managed accounts and trade settlements