Registered Client Service Associate

Greensboroonsitejunior

Posted 1w ago · via Workday

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About this role

Job Description Summary At Reganess Wealth Management Group, we believe that effective wealth management starts with understanding the person, not just their finances. By intentionally serving a select group of families and organizations, we provide the attention, expertise, and long-term partnership our clients deserve. We approach every relationship with a multigenerational mindset, helping clients navigate complex financial circumstances while implementing customized investment and wealth management strategies that support their complete financial picture. As we grow, we are seeking a Registered Client Service Associate to provide exceptional client service, assist in safeguarding client assets, and serve as administrative and operational support the branch.…

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What we'd score you on

reqspace match rubric

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Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Greensboro. We weight your proximity and willingness to relocate.

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