Financial Architect Client Liaison

1 day ago


Columbia, South Carolina, United States Financial & Tax Architects LLC Full time

We are seeking a highly skilled Financial Architect Client Liaison to join our team in Columbia, SC. This full-time position offers a competitive salary, with the potential for bonus and benefits.

Job Description:

  • Provide exceptional client service while maintaining accurate and up-to-date data management for daily operations.
  • Prepare necessary documents and applications for client accounts, ensuring seamless transactions and inquiries.
  • Support advisors in executing educational events, enhancing client engagement and satisfaction.
  • Communicate with clients to schedule and confirm appointments, fostering strong relationships.
  • Ensure efficient office operations through administrative support, prioritizing tasks effectively.

Required Skills and Qualifications:

  • College degree preferred, with a minimum of 2 years experience in client service, administrative support, or a related field.
  • Strong organizational skills, attention to detail, and proficiency in Microsoft Office Suite.
  • Excellent communication and interpersonal skills, with the ability to handle multiple tasks and prioritize effectively.

Benefits:

  • Competitive base salary
  • Potential for bonus
  • Benefits package including health, dental, vision, PTO, and paid holidays

About Us:

At Financial & Tax Architects LLC, we pride ourselves on providing equal employment opportunities to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression.



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