Filled! — Woodward Financial Advisors (Chapel Hill, NC) Seeking Client Service Associate

Woodward Financial Advisors is seeking a Client Service Associate to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team of hard‐working, dedicated and fun-loving individuals!

The Client Service Associate is an integral part of the Operations department that will make immediate meaningful impact. With utmost professionalism, you’ll provide a high level of administrative and operational support to clients and colleagues, helping our firm run more smoothly and be a place people enjoy.

If you see opportunity and value in every interpersonal interaction, like to run the show behind the scenes, anticipate others’ needs and are keyed in on the details, we want to meet you!

This role has wide-ranging potential. Depending on interest levels and skill sets, we can see the Client Service Associate as being a career role or an entry point to a future advisory track opportunity.

What you’ll get to do immediately:

  • Be a first point of contact by answering phone calls
  • Greet all clients and visitors
  • Manage efficient [virtual and on-site] meeting scheduling for new and existing clients
  • Assist clients with accessing their online portals for viewing their account information
  • Prepare the conference room before each client meeting
  • Maintain our client relationship management (CRM) database so it is accurate and up-to-date
  • Scan/upload client files and documents to our cloud-based storage platform
  • Process physical mail daily
  • Distribute firmwide communications through CRM and ConstantContact
  • Participate in weekly all staff team meetings as well as all staff strategy meetings throughout the year
  • Become the main point of contact with firm vendors while proactively maintaining and ordering office supplies
  • Coordinate and execute client and other events
  • Learn from and collaborate with the Client Experience Specialists (fellow colleagues making up the Operations department)
  • Take the Financial Paraplanner Qualified Professional program, beginning within six months of hire

 You are a good fit if you:

  • Possess exceptional interpersonal skills and an approachable demeanor
  • Enjoy multitasking and welcome interruptions throughout the work day
  • Delight in helping others feel welcome and valued
  • Are supremely organized and intensely detail-oriented
  • Demonstrate impeccable follow-up with client requests, tasks, and projects
  • Have a willingness to learn and optimize use of varied technology platforms
  • Have a Bachelor’s degree or higher
  • Have a good working knowledge of the Microsoft Office suite

You are a GREAT fit if you have ALL of the above qualities, plus…:

  • Strive to create meaningful first impressions
  • Are comfortable conversing with anyone with a high degree of professionalism
  • Regularly find yourself thinking about how to surprise and delight those around you
  • Desire and thrive with plenty of autonomy
  • Are familiar with Zoom United, Calendly and/or ConstantContact
  • Have some background or experience working in the finance industry

Who we are:

Our firm’s culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:

  • A competitive base salary with bonus, and demonstrated career track
  • Health, dental and vision insurance
  • 401k, with annual employer contribution
  • Educational reimbursements (continued education, conference attendance, training budget, etc.) as well as paid professional dues
  • Mentorship and learning opportunities in a collaborative team environment
  • A one-month paid sabbatical after being with the firm for five years, and every five years thereafter

Where we live and why we love it:

Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of outdoor sights, a multicultural university town, and a great quality of life.  We are:

  • Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the North Carolina coast
  • Regularly on the list of “Best Workplaces for Commuters”
  • Ranked #3 on Newsmax magazine’s list of “Top 25 Most Uniquely American Cities and Towns”
  • Conveniently located within proximity to the Raleigh-Durham (RDU) airport

Home to the University of North Carolina, the oldest state supported university in the United States and one of the top public universities in the country.

Interested applicants should send their resumes to:  – Jim Miller