Careers

Current Job Openings

Applicants should submit resumes to advisors@braggfinancial.com.

Client Service Associate

The Client Service Associate serves a crucial role on the wealth management team at Bragg Financial. Partnering with a team consisting of Client Advisors and Portfolio Managers, the Client Service Associate works directly with clients and other team members to deliver excellent service to clients of the firm.

Responsibilities

  • Communicating with clients via telephone, email and in-person in a professional manner to ensure requests are met in a timely fashion.
  • Preparing Client Advisors for meetings and following up with clients after meetings.
  • Onboarding new clients—preparing new account paperwork, gathering client information and signatures (physical signature and/or electronic signature through DocuSign), working with our Custodians (Pershing and Schwab) to set up the account and manage the transfer of assets.
  • Serving existing clients—maintaining existing client relationships through the processing of client requests (RMDs, federal fund wires, ACH, check distributions, journals, charitable giving, cost basis administration, etc.).
  • Working with CPAs, Estate Planning Attorneys, and other third parties to meet client needs.
  • Maintaining client data in CRM program.
  • Adhering to firm processes and procedures and actively looking for opportunities to implement improvements.
  • Gaining knowledge of financial custodian processes, specifically Schwab Institutional and Pershing LLC.
  • Collaborating with other teams such as Client Advisors, Portfolio Managers, and Portfolio Reporting to ensure client needs and objectives are accurately being met.

Qualifications

  • BA/BS degree or equivalent
  • Experience in client service and brokerage preferred but others will be considered
  • Strong communication skills (written and oral) as there will be significant client contact
  • Ability to work well as a member of a team
  • Strong work ethic
  • Positive attitude
  • Great attention to detail
  • High empathy
  • Sense of urgency