Client Experience Manager | Financial Services
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Portfolio & Asset Management
Parallel Financial, backed by Fiduciary Alliance, is seeking a client-focused professional in Greenville, SC to elevate the client experience. You’ll be the primary contact for clients, coordinate visits, onboarding, custody changes, and paperwork with precision.
Work alongside advisors to boost engagement, keep CRM data pristine, and help manage risk and compliance. 3–5 years in client service and comfort with Salesforce and MS 365 are preferred.
This posting is for the Client Experience Manager | Financial Services role at Fiduciary Alliance, based in Greenville, SC, United States.
We are looking to fill the Client Experience Manager | Financial Services position at Fiduciary Alliance in Greenville, SC, United States.
The Client Experience Manager | Financial Services role at Fiduciary Alliance is now open for applications in Greenville, SC, United States.
Join us at Fiduciary Alliance as our next Client Experience Manager | Financial Services in Greenville, SC, United States.
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