Financial Services Administrative Client Service Associate

ACT Advisors, Asheville, North Carolina

ACT Advisors, a fast-growing Registered Investment Advisor, seeks a motivated, detail-oriented, and efficient professional to join our team. This position is ideal for candidates passionate about delivering excellent customer service and contributing to a high-performing, fast paced team.

Applicants must pass a credit and background check and demonstrate strong verbal and written communication skills. A cover letter and resume are required to apply.

Position Overview

The Administrative Client Service Associate serves as the first point of contact for clients, ensuring an exceptional experience by addressing inquiries and building strong relationships. This role supports financial advisors across multiple locations in the Carolinas, primarily through appointment scheduling and calendar management.

In addition to client service responsibilities, the associate will handle administrative tasks, including managing mail, coordinating events, and supporting the operations team. This position requires a proactive individual with exceptional organizational skills, attention to detail, and a commitment to continuous improvement.

Key Responsibilities

• Build and maintain strong client relationships by providing prompt and courteous service.
• Schedule appointments for financial advisors across multiple locations.
• Utilize technology efficiently in a paperless, systematized environment.
• Provide administrative support to all ACT Advisors team members, including clerical tasks and phone management.
• Assist in coordinating seminars and events.
• Manage mail distribution and shipping/receiving duties.
• Contribute to process improvement and suggest strategies for firm growth.
• Perform other duties as assigned to support business operations.

Qualifications

Required Skills and Experience:

• Associate degree or equivalent experience (required).
• Strong written and oral communication skills
• Proficiency in intermediate mathematical tasks (e.g., percentages, decimals, fractions)
• Demonstrated ability to multi-task in a fast-paced environment.
• Proven success using software and hardware platforms at an intermediate level
• High level of discretion, confidentiality, and professionalism in client interactions.

Preferred Skills and Experience:

• 1 year of administrative experience.
• Proficiency in Microsoft PowerPoint or similar tools.

Candidates with a history of bankruptcy or criminal activity will not be considered.

Interested candidates must submit a cover letter and resume to Jennifer English. Applications without a cover letter will not be considered.

About ACT Advisors

Our culture is team-oriented, cooperative, and collaborative. We are committed to supporting both our clients and team members through innovation, excellence, and integrity. Join us and contribute to the continued growth of a leading financial advisory firm!

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Compensation Package:

• Profit sharing

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Commute:

• Asheville, NC 28801 (Preferred)

Ability to Relocate:

• Asheville, NC 28801: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $75,000