Wealth Management Client Services Specialist
Listed on 2026-10-20
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Customer Service/HelpDesk
Office Administrator/ Coordinator, Clerical -
Administrative/Clerical
Office Administrator/ Coordinator, Clerical
Find Great People | FGP in Lexington, SC seeks a Client Services Coordinator to be the first point of contact for clients and to support daily administrative operations. The role requires a personable, highly organized individual who can maintain strict confidentiality with sensitive client information.
Responsibilities include greeting clients, answering calls, managing the reception area, scheduling meetings for advisors, and maintaining client records within CRM and financial planning
For the Wealth Management Client Services Specialist position at Find Great People | FGP, we are reviewing applications now.
The following opening is for a Wealth Management Client Services Specialist with Find Great People | FGP.
Our organisation is growing, and we are hiring a Wealth Management Client Services Specialist in Lexington, SC, United States.
This opening is for the Wealth Management Client Services Specialist role at Find Great People | FGP.
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