Client Service Advocate

Client Service Advocate Atlas Investment Management of NEST Capital is hiring a Client Service Advocate for our new *Greensboro/Wilmington*, North Carolina office(s).
The development of the Atlas Investment Management office and this new open position is a result of continued business and client growth.
This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly.
If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position.
The ideal candidate would show great initiative, be highly organized, thoughtful, proactive, and personable.
We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you.
NEST Capital is a large, close-knit, independently owned financial advisory holding company with multiple practices, Atlas Investment Management being one of those practices.
We have 43 associates in nine offices located in Florida, Georgia, Illinois, Indiana and now North Carolina.
Our Greensboro and Wilmington, North Carolina team, Atlas Investment Management includes four Financial Advisors that manage over $385m in client assets.
We work hard for our clients and it shines through in our interactions with clients who quite often become friends.
We aim to provide the best client experience possible through setting and then exceeding client expectations.
A partial list of responsibilities for the Client Service Advocates includes tasks such as: * Greet and welcome guests to the office * Assist leadership with projects and administrative work * Answer and route incoming calls * Arrange and maintain office and meeting calendars * Maintain inventory of office and marketing supplies * Assist in office facility management * Process incoming/outgoing faxes, mail and packages * Process check deposits/issue receipts * Adhere to strict industry rules and regulations * Arrange and manage travel and reservations * Account and asset transfers, contributions and distributions * Support multiple financial advisors as well as other support staff * Maintain up-to-date CRM database (contact info, actions, service records, etc) * Represent and enhance company Mission and Core Values You should be very organized, have excellent people skills, a positive attitude, and attention to detail.
At Atlas Investment Management of NEST Capital we value integrity, collaboration, authenticity, candor, humility, trustworthiness, and a willingness to challenge thinking.
We offer a highly competitive compensation and benefits package including medical, dental, vision, retirement, and PTO to allow for personal time away from the office.
Join us in a business that still recognizes how invaluable associates are to the practice and to our clients.
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment regardless of race, color, religion, sexual orientation, gender identity/expression, nationality or any other basis; and will not be discriminated against on the basis of disability.
Job Type: Full-time Salary: $20.
00 - $24.
00 per hour Benefits: * Dental insurance * Health insurance * Life insurance * Paid time off Schedule: * 8 hour shift * Day shift * Monday to Friday Work Location: In person Investment products and services are offered through Wells Fargo Financial Network, LLC (WFAFN), member SIPC.
Atlas Investment Management of NEST Capital is a separate entity from WFAFN.
Job Type: Full-time Benefits: * Dental insurance * Health insurance * Paid time off * Retirement plan * Vision insurance Schedule: * Monday to Friday Work Location: In person