Client Service Associate

A wealth management firm in Greenville is seeking a detail-oriented Client Service Associate to support financial advisors with client service, account administration, and meeting preparation. This role is ideal for someone who enjoys working in a professional financial services environment and takes pride in providing exceptional client support. This position plays an important role in ensuring smooth day-to-day operations and a high-quality experience for clients.

This is a great role for candidates who have previous experience in financial advising assistance, paraplanning, investment operations, or client relationship management.

Key Responsibilities:

-Serve as first point of contact for client service requests and account inquiries
-Prepare materials and documentation for financial advisor client meetings
-Process account paperwork including transfers, distributions, and updates
-Maintain accurate client records in the CRM system
-Assist with scheduling client reviews, managing advisor calendars, sorting and delivering mail, preparing materials for client meetings, and providing thorough case notes
-Onboard new clients
-Update and maintain CRM records
-Track and follow up on client requests to ensure completion
-Support advisors with administrative and operational tasks as needed

Requirements:

-Prior experience in financial planning support or wealth management
-Prior experience with CRM and portfolio management in systems such as Orion or Redtail
-Proven experience managing client relationships
-South Carolina insurance license or willingness to obtain
-FINRA series 7 and series 63 licenses or willingness to obtain
-Excellent oral and written communication skills
-Strong attention to detail and organizational skills
-Comfortable managing multiple priorities in a fast-paced office environment
-Proficiency with Microsoft Office (Outlook, Excel, Word)

If you're seeking a great role with opportunities for professional growth within wealth management, we would love to hear from you! Apply for this great role today!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://(Use the "Apply for this Job" box below). Your Rights
6.12.pdf

The pay transparency policy is available here:
https://.pdf

For temporary assignments lasting 13 weeks or longer, Apple One is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

Apple One participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
/resources

Contents/E
- We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.