Paraplanner/Client Service Specialist
We are seeking a professional Paraplanner/Client Service Specialist to join a growing Wealth Management firm in Myrtle Beach, SC. This is a full time, permanent/direct hire position. The ideal candidate will have a CFP.
Job Description:
Serve as the first point of contact for routine client inquiries
Assist with onboarding new clients, including gathering documents, opening accounts, and explaining processes
Assist advisors with compiling and organizing data for financial plans
Enter client information into planning software
Prepare plan summaries, asset allocation reports, and scenario models
Help follow up with clients to collect missing documents or clarify financial details
Prepare and process custodian paperwork (ACAT transfers, new accounts, beneficiary updates, RMD requests, etc.)
Track pending forms, follow up with custodians, and ensure clean workflows
Maintain accurate client records in the firm’s CRM
Manage compliance documentation as required
Prepare meeting agendas, reports, illustrations, and review packets
Attend client meetings
Ensure advisors have updated client information prior to meetings
Qualifications:
CFP (Strongly Preferred)
Experience in financial services, wealth management, or client service roles
Strong organizational and administrative skills
Ability to manage multiple tasks, deadlines, and client requests with accuracy
Excellent written and verbal communication skills.
Experience with custodial platforms
Prior paraplanning, client service associate, or planning assistant experience
Hours:
Monday to Friday (8am to 5pm)
100% onsite
Compensation:
$55,000 – $75,000
Benefits:
Health insurance stipend available, 401k and PTO
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