What type of employment is offered for this Client Operations Representative - Greenville, SC role?

Full-time or part-time position

How can I apply for the Client Operations Representative - Greenville, SC position at Advisor Employee Services?

You can apply directly through the application link provided.

Client Operations Representative - Greenville, SC at Advisor Employee Services | Jobs and Employment

Client Operations Representative - Greenville, SC

Client Operations Representative

Location: Greenville, South Carolina
Company: JEHM Wealth & Retirement

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our growing financial service firm in the Five Forks are of Greenville, SC is seeking to add a Client Operations Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and be a part of a team whose focus is to make a positive impact on the lives of the clients we work and the community we live in, while we grow together!

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the lead advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through

Minimum Requirements:

Financial Industry experience required
2+ years working in a fast-paced office Financial Firm environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience

Responsibilities:
This Client Operations will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments

Compensation & Details

Compensation: $50,000–$55,000 base salary, plus bonuses tied to firm and individual performance
Hours: Full-time, Monday–Friday
Benefits: PTO, paid holidays, 401(k) with match, health insurance, and professional development support

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Client Operations Representative - Greenville, SC at Advisor Employee Services – Greenville, South Carolina

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