Client Services Manager

3 weeks ago


Greenville, United States ExecuSource Full time
Greenville wealth management firm is seeking a Rockstar for their critical role as a Client Services Manager. 

Qualified candidates will have experience within the securities or insurance industry along with exceptional organizational, communication, and professionalism skills.

$55-60k range + bonus & benefits
Fully on-site 

Duties include: Prepare and/or process all client paperwork and applications Collaborate with advisors for client onboarding Assist with putting together client tax packages Prepare and distribute reports on a regular basis Manage workflow assignments and respond to client inquiries Client billing Assisting FA with other responsibilities as needed #IND1

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