Region: Greenville
JobID: 42605
 

A financial consulting business 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:

  • Manage portfolio of clients
  • Provide assistance to clients and resolve inquiries
  • Prepare reports for accounts
  • Conduct client review meetings

Qualifications:

  • Bachelor’s degree required
  • 2-5 years financial planning experience
  • FINRA Series 7 and 66 licenses
  • Knowledge of trade operations and money movement platforms
  • Strong technology skills
  • Proficient with Microsoft Office
  • Strong communication and organizational skills

Compensation and Benefits:

  • $55,000 – $60,000/yr based on licenses and qualifications
  • Medical
  • Dental
  • Vision
  • Holiday Time
  • PTO
  • 401(k)
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