Client Services Associate

1 month ago


Greenville, United States Find Great People | FGP Full time

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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