Client Relationship Associate

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Job ID: 52164
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 1 days ago
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We are seeking a professional Client Relationship Associate to join a growing team in Greenville, SC. This is a full time, permanent/direct hire position with full benefits. The ideal candidate will have strong experience in the financial services industry, banking, or legal field.

Job Description:
  • Answer telephone calls and greet visitors
  • Schedule appointments and maintain a calendar
  • Answer inquiries for current and prospective clients
  • Perform research, create accounts, transfer funds and enter trade orders
  • Perform routine compliance related tasks
  • Assist with financial products of varying complexity
  • Create reports using portfolio software programs
  • Perform other duties as assigned

Qualifications:
  • Bachelor’s Degree (Preferred)
  • Series 6 or Series 7 license (Preferred)
  • Strong experience with MS Office Suites
  • Experience working directly with clients in a professional setting
Hours:
  • Monday to Friday (8am to 5pm)
  • 100% onsite
Compensation & Benefits:
  • $50,000 – $70,000 (Depending on qualifications & experience)
  • Medical, Dental, Vision
  • 3 weeks of Paid Time Off (PTO)
  • Excellent culture & Environment!
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