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)
