About this role
Client Service Associate at Cary Street Partners Financial. Location: Charlotte, North Carolina, United States. Role: builds relationships, manages accounts, coordinates paperwork Requirements: Supports Wealth Management Group; requires SIE/Series 7 with 66 preferred; 5 years in financial services; bachelor's or associate degree; experience with client relationship management systems. Category: Finance and Accounting Seniority: Mid Level Tools: Salentica, Microsoft Office, Schwab, First Clearing, custodian systems Certifications: sie, series 7, series 66 (63/65) Commitment: Full Time Workplace: Onsite Languages: English