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Client Services Associate, Financial Planning

Job in Greer, Greenville County, South Carolina, 29651, USA
Listing for: BCA Private Wealth
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial planning firm is seeking a Client Service Representative to provide exceptional support to advisors and clients. This role focuses on client communication, accurate documentation, and multi-tasking in a fast-paced environment. The ideal candidate will be organized, detail-oriented, and possess strong interpersonal skills. Proficiency in Microsoft Office and CRM systems is required. Opportunities for professional development and advancement within the firm are available.

Benefits include paid time off and a retirement plan.
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Position Requirements
10+ Years work experience
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