About us
We are professional and collaborative.
**Job Overview:**
Dye Creek Capital, a financial advisory practice, is seeking a career-oriented team member as a full time Registered Client Service Associate. Associates work in a quiet office environment in a dynamic industry where no day is the same as the last. This is an experienced level position for a Series 7 Registered Associate to build relationships with other team members and with clients. Dye Creek Capital offers a salary with bonus potential and benefits that include health, dental and vision insurance, 401k, certain paid holidays, and paid time off
INITIAL RESPONSIBILITIES:
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary
Make calls or use email to schedule client appointments with Financial Advisors
Utilize the Customer Relationship Management system to keep schedules and client records updated
Work with clients to gather data required to keep their financial information up to date
Perform administrative duties required to process client requests, resolve client inquiries, and open and maintain accounts.
Actively engage in industry and practice training and education programs
WHAT TYPE OF PERSON IS PERFECT FOR THIS POSITION:
Team Members must be passionate about helping people and maintaining relationships
Working independently to solve problems and paying close attention to details are important
Our ideal candidate will consider working with Dye Creek Capital as a career decision where there can be ongoing professional growth and team collaboration
REQUIREMENT:
Current or Prior Series 7 registration with 5 years financial advisory experience
Job Type: Full-time
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
Weekly schedule:
Work setting:
Experience:
- Financial Advisory Business: 5 years (Required)
Ability to Commute:
- Raleigh, NC 27607 (Required)
Ability to Relocate:
- Raleigh, NC 27607: Relocate before starting work (Required)
Work Location: In person