JobID: 47866
 

We are seeking a Client Services Associate for a Financial Services company in Greenville, SC. This is a full time, permanent position with full benefits. The ideal candidate will have previous experience in the financial services industry and have strong communication skills. 

 

Responsibilities: 

  • Acts as the first point of contact for clients 

  • Handles client onboarding and manages the process of opening up new client accounts  

  • Utilizes client relationship management (CRM) software and keeps records and files up to date 

  • Monitors and processes asset transfer 

  • Gathers materials and prepares reports for client meetings 

  • Assists financial advisors with other tasks and special projects  

 

Qualifications: 

  • High school diploma required 

  • Currently has or is willing to obtain their SIE, Series 7, and Series 63, 65, and/or 66 license. 

  • 1+ years of relative experience  

  • Excellent written and verbal communication skills 

 

Hours: 

  • Monday to Friday (standard business hours) 

  • Permanent/Direct Hire 

 

Compensation & Benefits: 

  • $45,000 to $55,000 

  • Bonus Opportunity  

  • Medical 

  • Dental 

  • Vision 

  • 401K  

  • 3 Weeks of PTO 

  • Paid Holidays 

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