Client Service Associate (Financial Industry)

The Clarks Group is currently searching for a Client Service Associate for an established financial services company in Winston-Salem and Boone, NC. The CSA will help deliver excellent customer service to clients and support three advisors. The role requires someone who has fantastic communication and administrative skills, as well as a professional demeanor. The position will require travel between Winston-Salem and their Boone office. Starting salary 42k-45k yearly

Monitor new accounts
Maintain files relating to clients’ accounts
Manage requests from existing clients
Answer phones and schedule appointments for advisors
Greet and engage with clients upon their arrival for appts.
Marketing duties (maintain Social Media pages)

College degree preferred but not required
Three-plus years in an administrative support role
Industry experience is a plus
Excellent communication skills required
A desire to learn and grow within the financial services industry
Ability to travel required (within a 45 to 60-mile radius)

Please send resumes to