SENIOR CLIENT SERVICE REPRESENTATIVE

Are you an experienced finance professional who thrives on building strong client relationships?
Prosperity Advisors LLC is a dynamic financial planning and asset management firm serving individuals, small businesses, retirement plans, and nonprofits. We are seeking a Senior Client Service Representative to elevate our client experience in Greensboro.
As a senior team member based in our Greensboro office, you’ll act as the main point of contact for a diverse client base—guiding them through onboarding, handling ongoing service needs, and working closely with advisors, operations, and compliance teams.

BEST-OF-CLASS BENEFITS AND CULTURE:

We value the time and effort of our employees. Our commitment to your success is enhanced by competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package including:

• Generous PTO, including paid volunteer time
• Dependent-care eligible flexible spending account
• Health, dental, and vision
• 401(k) with employer matching
• Long-Term and Short-Term Disability Insurance
• Tuition Reimbursement
• Parental Leave
• Flextime Policy

Join our well-established firm, founded in 1983, where steady growth and stability create a strong foundation for your career. Here, you’ll work alongside passionate finance professionals who are dedicated to making a real impact through meaningful client service. We believe in supporting your development with hands-on mentorship, empowering you to grow your skills while helping clients achieve their financial goals. If you’re looking for a collaborative, purpose-driven environment, this is the place to thrive.

• Act as the main point of contact for client needs and life events
• Support day-to-day client needs in collaboration with the Operations Team, including funding, RMDs, gifting, and online access
• Onboard new clients by setting up accounts, cash flow, and digital tools
• Collaborate with advisors on planning for significant life changes
• Coordinate client meetings - scheduling, prep, and follow-up
• Ensure full compliance with firm policies and industry regulations
• Build strong, trusted client relationships through professionalism, empathy, and follow-through