Client Experience & Operations Specialist

Panning Wealth; Greenville (SC); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Retirement plan

Paid time off and holidays

Job summary

Panning Wealth is seeking a detail-oriented client service coordinator in Greenville, SC. You will handle post-call paperwork, prepare documents, and ensure complete processing of client requests.

The role emphasizes organization, accuracy, and a proactive approach to client service. In this position you’ll maintain records in CRM and planning systems, support client reviews, and contribute to process improvements.

Qualifications

• Strong attention to detail and organizational skills.
• Interest in financial planning and service excellence.
• Ability to work independently with minimal supervision.

Responsibilities

• Serve as primary contact for client service requests via phone, email, and walk-ins.
• Process withdrawals, distributions, and maintenance requests accurately and promptly.
• Prepare, pre-fill, collect, and notarize client documents.
• Own service requests end-to-end and ensure issues are resolved completely.
• Maintain accurate records across CRM and planning systems.
• Prepare for client review meetings with reports and recap items.

Skills

Detail-oriented

Organized

Customer service mindset

Tools

CRM

Custodial platforms

Planning systems

Job description

Panning Wealth is seeking a detail-oriented client service coordinator in Greenville, SC. You will handle post-call paperwork, prepare documents, and ensure complete processing of client requests.

The role emphasizes organization, accuracy, and a proactive approach to client service. In this position you’ll maintain records in CRM and planning systems, support client reviews, and contribute to process improvements.