More jobs:
Service-Focused Client Advisor; Financial Planning
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-02-22
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A boutique financial services firm in Greenville, South Carolina, is looking for a Client Service Advisor focused on long-term client relationships. This role emphasizes collaboration and service over sales, making it ideal for experienced financial professionals. You will engage clients, assist with progress reviews, and ensure excellent service through strong communication and organizational skills. This firm values teamwork and offers competitive compensation along with benefits.
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