{"id":3496154,"url":"https://alion.io/job/billgoodmarketing-client-service-associate-6","title":"Client Service Associate","company":{"id":5709,"name":"Billgoodmarketing","domain":"billgoodmarketing.com","url":"https://alion.io/company/billgoodmarketing","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lumberton, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":62000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-29T00:00:00Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-14T18:57:27Z","board_verified":true,"closed_at":null,"days_open":16,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":16},"description":"Client Service Associate | Independent Financial Advisory Firm | Lumberton, NC\nWe’ve been in business since 1990. Our clients don’t leave and neither does our team. We’re looking for someone who wants a stable, long-term role at an established firm and is ready to be the person the whole office counts on to keep things running.\nWe’re looking for someone to own the service side of the practice. If you’re experienced in financial services, you’re good with clients, and you want a role where you’re trusted to handle things without someone looking over your shoulder every step of the way, we’d love to talk.\nWhat You’ll Do\nPrepare meeting agendas and coordinate the morning workflow \nProcess client paperwork from start to finish, following up on anything that needs to be corrected or resubmitted before it goes through \nHandle client calls, answer questions about accounts and statements, and manage scheduling across the team \nExecute trades in-house when the advisor and senior associate are unavailable \nKeep the client relationship calendar running: birthday letters, monthly mailings, and the touches that make clients feel genuinely known \nMaintain accurate CRM records so nothing slips through \nRequirements\nWhat We’re Looking For\nMust-haves:\nSeries 7 license, active or recently lapsed (we’ll support the reinstatement process) \nFinancial services experience. You already know how an advisory office works. \nA self-starter mentality. You find answers before you ask for them and you’re not afraid of the phone. \nPunctual, organized, and dependable \nNice to have:\nBroker-dealer platform experience \nHigh emotional intelligence. Our clients go through major life events, and this role is often the first call they make when they do. \nFamiliarity with eMoney, Morningstar Advisor Workstation, or Altitude CRM \nBenefits\nWhat You Get\nSalary: $62,000 to $75,000 \nPerformance bonus tied to firm production \n401(k) with a 4% guaranteed employer match \nHealthcare reimbursement \nPTO \nAll market holidays off \nHours: 9 to 5 Monday through Thursday; 9 to 4 on Fridays \nIn-office, Lumberton, NC \nWhere This Can Go\nOur senior associate has been with this firm for over 35 years. As she moves toward retirement, the person in this seat grows with the role, taking on more responsibility over time and eventually stepping into a Senior Service Advisor title. This is a long-term seat for someone who wants to build something.\nHow to Apply\nSend your resume and a brief note about your background in financial services and what draws you to a service-focused role. Applications without both will not be reviewed.","description_format":"text","description_chars":2608,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Lead Generation","Digital Marketing"],"lifecycle":[{"event":"open","at":"2026-10-30T01:30:39Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":67500,"route":null,"cap_exempt":false,"checked_at":"2026-11-14T07:33:33+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":84,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.844,"p_room":1,"age_days":16,"expected_fill_days":68,"reasons":["conf:1","win:early"],"computed_at":"2026-11-14T05:58:10Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/billgoodmarketing-client-service-associate-6","json_url":"https://alion.io/job/billgoodmarketing-client-service-associate-6.json","meta":{"generated_at":"2026-11-14T20:41:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26167,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5709},"rest":"https://alion.io/mcp/rest/get_company?id=5709"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbillgoodmarketing-client-service-associate-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbillgoodmarketing-client-service-associate-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbillgoodmarketing-client-service-associate-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/billgoodmarketing-client-service-associate-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbillgoodmarketing-client-service-associate-6"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3496154}},{"tool":"search_jobs","arguments":{"company":"billgoodmarketing.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3496154},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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