Financial Services

  • Wealth Management Associate

    We are seeking a professional Wealth Management Associate to join a growing team in Greenville, SC. This is a full time, permanent/direct hire position. The ideal candidate will have 2+ years of experience working in a client services role in the wealth management industry.

    Responsibilities:

    Support financial advisors with financial planning…

  • IRU Collections Agent

    Our client in Greenville, SC is hiring a Collections Agent to engage with clients through inbound and outbound phone calls focusing on assisting clients in resolving their accounts, including negotiating balances or settlements, establishing payment plans, and resolving disputes. The ideal candidate will have a background in customer service, retail, hospitality, administrative, or…

  • Call Monitoring Specialist

    We are hiring a Call Monitoring Specialist for a well-established company in Greenville, SC. The Call Monitoring Specialist is responsible for reviewing collection calls for both compliance and overall call quality, documenting findings, identifying trends, and supporting remediation and reporting. This person will evaluate calls against established scorecards, client requirements, company policies, and…

  • Operations Support Specialist

    Overview
    Our client is seeking a detail-oriented Operations Support Specialist to support regulatory compliance, customer service, and account operations. This role is ideal for someone who enjoys problem-solving, investigation work, and working in a fast-paced financial services environment.

    This is a Direct Hire position in Greenville, SC. The ideal candidate will be…

  • Vendor Performance Manager

    Our client is seeking a Performance Manager to oversee the performance and accountability of a portfolio of external legal service providers. A strong contender for this position will have all of the following: advanced proficiency with Excel (think pivot tables), an analytical/big-picture mindset, the ability to have hard coaching conversations…

  • Audit Manager

    We are seeking a professional and experienced Audit Manager in Greenville, SC to lead and enhance internal and external audit programs. This is a full time permanent/Direct Hire position. The ideal candidate will bring a blend of audit expertise, leadership experience, and a practical approach to balancing regulatory expectations with business…

  • Client Service Advisor

    A wealth management firm in Greenville is seeking a Client Service Advisor to join their growing team. The ideal candidate will be a stellar communicator, hard worker, and have a strong moral compass.

    Responsibilities:

    Serve as the first point of contact for clients by greeting visitors, answering calls, and ensuring a professional,…

  • Technical Data Manager

    We’re partnering with a growing organization seeking a Technical Data Manager to lead a team responsible for data solutions, integrations, automation, reporting, application development, and operational support.

    This is a unique opportunity for a leader who enjoys balancing people leadership, technical strategy, and hands-on involvement. You’ll mentor and develop technical professionals,…

  • Information Security Analyst

    Our client is seeking an Information Security Analyst to help protect and  strengthen their enterprise technology environment. This is a hands-on role focused on cybersecurity operations, incident response,  vulnerability management, infrastructure security, and cloud security.