Job ID: 52452
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 4 days ago
Responsibilities:
- Serve as the first point of contact for clients by greeting visitors, answering calls, and ensuring a professional, welcoming office environment
- Support financial advisors with new account setup, including preparing paperwork, verifying documentation, and coordinating account opening processes
- Maintain accurate client records and update account information within CRM and custodial systems
- Assist in preparing client meeting materials, including performance reports, presentations, and portfolio summaries
- Coordinate scheduling for client meetings, follow-ups, and advisor calendars to ensure efficient time management
- Respond to routine client inquiries regarding account activity, statements, and administrative requests in a timely manner
- 3 – 5 years experience in Finance/Wealth Management Industry
- Ability to multitask and complete assignments independently
- Familiarity with trade operations and money movement platforms a plus
- Professional phone etiquette and demeanor
- Knowledge of trade operations and money movement platforms
- Strong technology skills
- Proficient with Microsoft Office
- Strong communication and organizational skills
- $70,000 – $90,000/yr
- Holiday time
- Benefits stipend
- Bonuses
- PTO
- 401(k)
