Job Details
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