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Client Services Associate II: Financial Advisory
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-17
Listing for:
United Community Bank
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services institution is seeking a Client Services Associate II to enhance client relationships and support investment advisors. Responsibilities include managing client communication, resolving service issues, and ensuring regulatory compliance. Candidates should ideally possess Series 7 and Series 66 licenses, paired with a bachelor's degree or relevant experience. This full-time, in-office role is essential for promoting advisory services within the community, offering a salary range of $34,102 to $49,382 annually.
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Position Requirements
10+ Years
work experience
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