Job ID: 52253
Location: Myrtle Beach, South Carolina
Employment Type: Direct Hire
Last Updated: 1 days ago
We are seeking a professional Paraplanner/Client Service Specialist to join a growing Wealth Management firm in Myrtle Beach, SC. This is a full time, permanent/direct hire position. The ideal candidate will have a CFP.
Job Description:
- Serve as the first point of contact for routine client inquiries
- Assist with onboarding new clients, including gathering documents, opening accounts, and explaining processes
- Assist advisors with compiling and organizing data for financial plans
- Enter client information into planning software
- Prepare plan summaries, asset allocation reports, and scenario models
- Help follow up with clients to collect missing documents or clarify financial details
- Prepare and process custodian paperwork (ACAT transfers, new accounts, beneficiary updates, RMD requests, etc.)
- Track pending forms, follow up with custodians, and ensure clean workflows
- Maintain accurate client records in the firm’s CRM
- Manage compliance documentation as required
- Prepare meeting agendas, reports, illustrations, and review packets
- Attend client meetings
- Ensure advisors have updated client information prior to meetings
Qualifications:
- CFP (Strongly Preferred)
- Experience in financial services, wealth management, or client service roles
- Strong organizational and administrative skills
- Ability to manage multiple tasks, deadlines, and client requests with accuracy
- Excellent written and verbal communication skills.
- Experience with custodial platforms
- Prior paraplanning, client service associate, or planning assistant experience
Hours:
- Monday to Friday (8am to 5pm)
- 100% onsite
Compensation:
- $55,000 – $75,000
- Health insurance stipend available, 401k and PTO
