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Client Services & Operations Specialist (Hybrid/Remote
Remote / Online - Candidates ideally in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-07-31
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for:
The Trusted Advisor Toolkit
Full Time, Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Palmetto Coast Advisors in Charleston, SC seeks a Client Service & Operations Coordinator to work directly with the founder. This is not a typical administrative job.
The firm runs on a documented, AI-assisted workflow that handles meeting follow-up, document drafting, and filing, and you will be its day-to-day operator. The role focuses on running the system, driving action items to completion, and taking care of people by coordinating with CPAs, attorneys, and insurance professionals with
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