Job ID: 52093
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 4 days ago
Overview
A financial services firm is seeking a Client Services Representative to support advisors and clients through exceptional service and administrative support. This role is ideal for a detail-oriented, personable, polished professional who thrives in a fast-paced office environment!
Responsibilities
- Serve as the primary point of contact for client inquiries and account servicing requests.
- Process and track client paperwork, transactions, and account changes from start to finish.
- Maintain accurate client records in CRM and internal systems.
- Prepare materials and assist with client meetings.
- Monitor account activity and ensure timely follow-up on requests.
- Collaborate with team members to deliver an outstanding client experience.
- Identify process improvements and support office efficiency.
- Ideally 2+ years of experience in financial services, banking, legal, real estate, or a professional office environment.
- Strong customer service, communication, and relationship-building skills.
- Exceptional attention to detail and organizational abilities.
- Proficiency with Microsoft Office and CRM systems.
- Ability to manage multiple priorities and work both independently and collaboratively.
- Insurance license preferred or willingness to obtain.
- $48,000–$62,000 base salary
- Annual bonus
- PTO and 401k
- Health benefits
