Financial Services

  • Investment Operations Associate

    We are seeking a professional Wealth Management Admin to join a growing team in Spartanburg, SC. This is a full time, permanent, direct hire position.

    Job Description:

    Assist with account opening, maintenance, and transfers
    Prepare, process, and track client paperwork
    Maintain client records in CRM
    Support compliance tasks such as documentation and…

  • Mortgage CSR

    We are seeking a motivated individual with strong customer service skills to join our mortgage customer service team. In this role, you will assist borrowers with questions about their mortgage accounts, process payments, and provide clear guidance on account information and documents.
    Responsibilities:

    Handle inbound calls from customers regarding mortgage accounts (average…

  • Member Services Representative

    Our client is seeking a driven and personable Member Services Representative (MSR) to join their growing team. This role is perfect for someone who enjoys building relationships, providing exceptional service, and operating in a fast-paced, team-oriented environment. You will be the first point of contact for members—supporting their needs, offering…

  • Financial Planning Administrator

    We are seeking a professional Financial Planning Administrator to join a growing team in Columbia, SC. This is a full time, permanent/direct hire position with full benefits. The ideal candidate will have LPL experience.

    Job Description:

    Open new client accounts and process cash received for new accounts
    Maintain all required paperwork on existing client accounts
    Oversee trading and transfers…

  • Client Services Representative

    A financial planning firm in Greenville is seeking an experienced and professional candidate to join their team as a Client Services Representative.  The ideal candidate will have prior experience in the financial planning industry, excellent communication skills, and be a strong team player.

    Responsibilities:

    Serve as the first point of contact for…

  • Business Continuity Specialist

    We’re looking for a Business Continuity Specialist to help strengthen our organization’s operational resilience and ensure readiness when disruptions occur. In this role, you’ll maintain and test our business continuity and disaster recovery plans, manage vendor risk, and support audit and compliance efforts that keep our teams prepared and our…

  • Customer Service Representatives

    We are seeking motivated and reliable Customer Service Representatives to join a fast-paced, community-focused collections team in Greenville, SC. This position focuses on assisting consumers through inbound and outbound phone calls to resolve account balances with professionalism, empathy, and accuracy.

    Schedule: Monday – Thursday, 9:00 PM – 8:00 AM
    Start Date: As…

  • Audit Manager

    Big Impact, Real Balance — Audit Manager Role

    This is a firm on the rise. With a rapidly expanding presence across the Carolinas, they combine the resources and expertise of a large regional CPA firm with the personal, people-first culture of a close-knit team. They value their professionals, invest in technology…

  • 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,…

  • Platform Engineer

    Key Responsibilities:

    Manage and support Active Directory in Azure and hybrid environments

    Deploy, configure, and maintain VMware vSphere infrastructure (ESXi, vCenter, etc.) Utilize Veeam backups.

    Automate infrastructure tasks using tools such as Ansible, Terraform, or Bash/Python scripting

    Administer, maintain, and optimize enterprise Linux-based systems (RHEL, Ubuntu, etc.)

    Monitor system performance and implement tuning improvements

    Manage patching,…