Client Services Associate
2 weeks ago
Job DescriptionJob Title: Client Services Associate (CSA)Location: Greenville, SCSalary: $60K-$85K DOE + benefits + profit sharing + pensionSkills: Client Services Associate / CSA / paraplannerAbout Company / Opportunity:We are seeking a motivated, team oriented Client Services Associate for our Greenville, SC office. Our unique boutique approach allows us to utilize multiple Advisors whose specialized areas of concentration aim for a thorough and complete financial plan. We consider every client unique, so our approach is tailored to each situation we encounter. You can take your business to any financial firm for advice, but the advice is only as good as the knowledge and expertise of the team serving you. Our team is comprised of people who are energetic, creative, tenacious, and willing to invest themselves in your future. They are intuitive to client needs and approach every client, goal, and transaction with the knowledge that each investor has his or her own set of unique circumstances and vision for the future.Responsibilities:This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client.Skills/Experience::2+ years of experience in a client service role in the financial services industryRobust PC knowledge, typing skills and proficiency in Microsoft Office SuiteAbility to handle multiple priorities and requests from advisors and clientsMust Haves:2+ years of experience in the Wealth Management industryA "no job is beneath me" attitude and a belief that working together as a team is the best way to serve clients.Nice to Have:Registered CSA
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Private Client Service Associate II
6 days ago
Greenville, United States TD Bank Group Full timeWork Location: Greenville, South Carolina, United States of America Hours: 40 Line of Business: TD Wealth Pay Detail: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies...
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Registered Client Service Associate
6 months ago
Greenville, United States Raymond James Financial Incorporated Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...
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Private Client Service Associate II
1 week ago
Greenville, United States TD Bank Group Full timeWork Location:Greenville, South Carolina, United States of AmericaHours:40Line of Business:TD WealthPay Detail:$24.00 - $33.50 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Client Service Representative
1 month ago
Greenville, United States McGriff Insurance Services Full timeThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other...
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Janitorial Services Associate
4 weeks ago
Greenville, North Carolina, United States Allied Universal® Janitorial Services Full timeJob Title: Janitorial Services AssociateAre you looking for a part-time opportunity in janitorial services? Allied Universal Janitorial Services is seeking a reliable and detail-oriented individual to join our team as a Janitorial Services Associate.Job Summary: The Janitorial Services Associate will be responsible for performing all-purpose cleaning and...
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Client Service Rep
1 month ago
Greenville, United States McGriff Insurance Services Full timeThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only;...
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Wealth Management Client Service Associate
2 days ago
Greenville, United States Godshall Recruiting Full timeSalary: $50k to $70k + bonusWhat is your perfect fit?Do you desire to work in a boutique wealth management firm with shared goals?Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?Are you a licensed wealth management professional that would like to get out of business development and focus on client...
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Client Service Specialist
1 month ago
Greenville, United States McGriff Insurance Services Full timeThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only;...
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Client Service Liaison
4 weeks ago
Greenville, South Carolina, United States McGriff Insurance Broker Full timeKey Responsibilities:As a Client Service Representative at McGriff Insurance Broker, you will be responsible for addressing and resolving client questions and issues in a timely and professional manner. This includes identifying coverage gaps and offering client solutions to ensure their needs are met.Key Skills:Excellent communication and problem-solving...
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Client Relations Account Specialist
4 weeks ago
Greenville, South Carolina, United States HandCraft Services Full timeJob DescriptionHandCraft Services is seeking a Client Relations Account Specialist to join our team. As the face of our company, you will be responsible for building and maintaining relationships with key personnel at healthcare facilities to ensure client satisfaction and account retention.Key Responsibilities:Conduct daily client visits to answer questions...
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Client Service Specialist
2 months ago
Greenville, United States AssuredPartners Full timeOverview: Are you an expert working with insurance claims and passionate about helping clients? We are seeking candidates who want to help clients round out their risk management programs by providing them our internal tools, services & deliverables; this is your role. You will provide data and resources to assist Risk Management of the Client. You will also...
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Retail Sales Associate
5 months ago
Greenville, United States Elements Massage Full timeOverview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Become a part of our team as a Welllness Membership Advisor! Elements Massage is a wellness studio looking for an engaging, fearless, outgoing personality to lead retail sales and...
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Facilities Maintenance Associate
4 weeks ago
Greenville, South Carolina, United States GDI Integrated Facility Services Full timeFacility Maintenance OpportunityGDI Integrated Facility Services is seeking a reliable and detail-oriented individual to join our team as a part-time facilities maintenance associate. As a facilities maintenance associate, you will be responsible for maintaining a clean and safe environment for our clients.Responsibilities:Clean and restock restroomsSweep,...
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Flexible Benefits Client Service Representstive
4 weeks ago
Greenville, United States McGriff Insurance Broker Full timeTake ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible .. Identify any coverage gaps and offer client solutions. Maintain proper documenta Client Service, Benefits, Service, Retail, Insurance, Client
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Client Service Representative
2 months ago
Greenville, United States McGriff Insurance Broker Full timeTake ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible .. Identify any coverage gaps and offer client solutions. Maintain proper documenta Client Service, Benefits, Representative, Service, Retail, Insurance, Client
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Client Support Liaison
4 weeks ago
Greenville, South Carolina, United States Babylon Enterprises Full timeWe are Babylon Enterprises, a prominent sales and business development firm in the Greenville area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As the entry level Client Support Representative, you will...
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RCS Client Service Specialist II
4 days ago
Greenville, United States TD Bank N.A Full timeThe Retail Card Services Client Services Specialist II performs a variety of customer service and operational activities related to the Shoppers Charge Account (SCA) private label credit card. Depth & Scope. Performs variety of customer service activ Client Service, Customer Service, Specialist, Customer Experience, Accounting, Retail, Banking, Information
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greenville, United States Godshall Recruiting Full timeSalary: $50k to $70k + bonusWhat is your perfect fit?Do you desire to work in a boutique wealth management firm with shared goals?Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?Are you a licensed wealth management professional that would like to get out of business development and focus on client...
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greenville, United States Godshall Recruiting Full timeSalary: $50k to $70k + bonusWhat is your perfect fit?Do you desire to work in a boutique wealth management firm with shared goals?Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?Are you a licensed wealth management professional that would like to get out of business development and focus on client...
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Sales & Customer Service Associate
4 months ago
Greenville, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Greenville NC 205 SE Greenville BLVD Ste 102 Greenville NC 27858 Do you have a passion for helping others? At the Massage Envy Greenville franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent...