Client Experience Lead, Financial Services

Fiduciary Alliance; Greenville (SC); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match and profit sharing

3 weeks paid time off + holidays

Job summary

Parallel Financial, backed by Fiduciary Alliance, is seeking a client-focused professional to deliver exceptional client experiences across calls, emails, and in-person interactions. The role emphasizes onboarding, account administration, CRM data integrity, and rigorous compliance in a fiduciary, fee-only environment.

You will collaborate with advisors and custodians to resolve issues, enhance engagement, and drive service excellence while maintaining organized records and accurate

Qualifications

• 3-5 years of experience in client service, ideally within financial services.
• Warm, responsive, and genuinely client-focused attitude.
• Organized and detail-oriented; you don’t let things fall through the cracks.
• Proficient with Microsoft 365, CRM systems (Salesforce preferred), and custodial platforms.
• Adaptable and reliable; you handle shifting priorities without losing your cool.
• Bachelor's degree preferred but not required.
• Financial services experience is a plus, not a requirement.

Responsibilities

• Serve as a primary point of contact for clients across phone, email, and in-person interactions.
• Coordinate client visits, prepare meeting materials, and manage client paperwork with precision.
• Facilitate communication between clients, advisors, and custodians.
• Identify and resolve client issues promptly, always with a solutions-first mindset.
• Collaborate with advisors to enhance client engagement and overall satisfaction.
• Complete full client onboarding, ensuring accurate setup and documentation for new accounts.
• Process account transfers, rollovers, and custodial changes in accordance with firm procedures.
• Establish and maintain bank links; execute money movements with precision and proper authorization.
• Proactively monitor client account activity to identify issues, opportunities, and required actions.
• Manage and resolve custodial alerts in a timely and accurate manner.
• Maintain accurate, up-to-date client records in the CRM system.
• Document all client interactions, transactions, and service activities.
• Generate and track service data to support client retention and firm reporting.
• Adhere to all regulatory, custodial, and firm compliance standards.
• Ensure all documentation, money movements, and account changes meet audit and regulatory requirements.
• Partner with compliance and operations teams to mitigate risk and resolve exceptions.

Skills

Client service

Communication

Organization

Adaptability

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft 365

CRM systems (Salesforce preferred)

Custodial platforms

Job description

Parallel Financial, backed by Fiduciary Alliance, is seeking a client-focused professional to deliver exceptional client experiences across calls, emails, and in-person interactions. The role emphasizes onboarding, account administration, CRM data integrity, and rigorous compliance in a fiduciary, fee-only environment.

You will collaborate with advisors and custodians to resolve issues, enhance engagement, and drive service excellence while maintaining organized records and accurate