Job ID: 51623
Location: Columbia, South Carolina
Employment Type: Direct Hire
Last Updated: 2 days ago
Key Responsibilities:
Client Service & Support:
- Respond promptly, professionally, and courteously to all client inquiries and correspondence, maintaining high service standards.
- Prepare detailed client reports, summaries, and presentation materials with accuracy and clarity.
- Collaborate closely with your assigned client account managers to develop engaging meeting materials, prepare for client discussions, and follow up on action items afterward.
- Support the onboarding process for new clients, gaining experience and familiarity with key client meetings during your first year.
- Foster strong, collaborative relationships with custodial operations teams to facilitate accurate execution of transactions such as deposits, withdrawals, and cashiering.
- Maintain and update client information to ensure data integrity, confidentiality, and compliance with regulatory standards.
- Coordinate and schedule client meetings, ensuring smooth logistics and communication.
- Assist in general administrative tasks that support team efficiency and client satisfaction.
- Acquire proficiency in our firm’s technology platforms, tools, and software systems within your first year to optimize workflows and enhance service delivery.
- Use technological tools to streamline processes and improve overall client experience.
- Exceptional organizational skills and keen eye for detail
- Clear, effective communicator, responsive to client and team needs
- Trustworthy, maintaining strict confidentiality at all times
- Team-oriented and capable of building rapport across diverse teams and clients
- Self-aware and emotionally intelligent, thriving in a fast-paced environment
- Technologically adept, quick to adapt to new systems and tools
- Receptive to coaching, feedback, and continuous improvement
- Motivated to develop your skills and grow within the firm
- Bachelor’s degree required
- Up to two years of experience in financial services, client support, or related fields is preferred
- Experience working with operations teams is a plus but not required
Comp/Benefits:
- $55-$65k, based on experience
- Benefits including dental, vision, health care, and 401(k) plan, partial financial support for tuition reimbursement, professional licenses, designations, continuing education requirements and other educational and training opportunities
