Client Service Associate

Olde Raleigh Financial Group is seeking a Client Service Associate to provide operational and administrative support to a team of advisors, ensuring an exceptional client experience from onboarding through ongoing service.

Requirements

• 3+ years in a CSA or financial services support role
• Experience with Fidelity, Redtail, and Microsoft Office
• Series 65 license (or willingness to obtain within first year)

Benefits

• 401(k) with Safe Harbor and Profit Sharing after 1 year / 1,000 hours
• 10 days PTO + all market holidays (approx. 10 per year)
• Free money management for employees with brokerage experience