Milestone Wealth Management is seeking a friendly, organized, and client-focused Client Relationship Associate to join our growing team. The person in this role plays a key part in delivering an exceptional client experience by serving as a primary point of contact, supporting client relationships, and ensuring every interaction reflects our commitment to personalized service.
Working closely with the Client Relationship Manager, the Client Relationship Associate will help coordinate client communications, facilitate onboarding, and provide administrative support to serve clients with excellence. The ideal candidate is professional, dependable, detail-oriented, and genuinely enjoys helping others.
Key Responsibilities
Create a warm, welcoming experience for clients, guests, and prospective clientsServe as a point of contact for client inquiries and incoming phone callsSchedule appointments and coordinate client communicationsResponsible for client onboarding to ensure a smooth, organized transition processMaintain accurate client records and update CRM informationAssist with client service requests and follow-up activitiesPrepare, organize, and manage client documents and correspondenceHandle incoming and outgoing mail, scanning, filing, and document managementWork closely with and provide day-to-day support to the Client Relationship ManagerProtect confidential client information with professionalism and discretionContribute to a positive, service-oriented team environment
Qualifications
Bachelor's degreePrevious client service, administrative, receptionist, or relationship management experience preferredStrong proficiency in Microsoft Office Suite, particularly Outlook, Word, and ExcelExcellent communication and interpersonal skillsStrong organizational, multitasking, and time-management abilitiesExceptional attention to detail and accuracyAbility to learn new technology, software, and processes quicklyPositive attitude and genuine commitment to delivering outstanding client service
Preferred Qualifications
Experience with Salesforce CRMMicrosoft Excel certificationExperience in financial services or a professional services environmentHolds a Series 66 LicenseResides in Alamance County Read Less