Client Service Associate (Licensed)

JEHM Wealth & Retirement; Greenville (SC); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Health insurance

Professional development support

Job summary

A boutique financial services firm in South Carolina is seeking a licensed Client Relationship Associate to provide service-focused advisory support. This role emphasizes long-term relationships without heavy sales pressure, making it ideal for professionals who value client interactions and collaboration. Candidates should have at least 2 years of experience in the financial services industry and possess an active insurance license. Compensation ranges from $50,000 to $55,000 with additional bonus opportunities, and offers comprehensive benefits.

Qualifications

• Minimum of 2 years of financial services industry experience required.
• Active insurance license and Series 65 required.
• Prior experience in an advisory, service, or support role preferred.

Responsibilities

• Participate in and lead client progress reviews.
• Serve as a trusted point of contact for clients.
• Support ongoing service needs and account management.
• Coordinate closely with the Client Service Director.

Skills

Active insurance license

Financial services industry experience

Organizational skills

Communication skills

Service-oriented mindset

Job description

Client Relationship Associate (Licensed)

Join to apply for the Client Relationship Associate (Licensed) role at JEHM Wealth & Retirement

About Us

JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area. We take pride in helping our client families piece together their retirement puzzle with clarity, confidence, and care.

Our team-based model ensures clients receive consistent, thoughtful service without relying on a single individual advisor. We value long-term relationships, clear processes, and doing things the right way — for our clients and our team.

About the Role

We’re hiring a licensed Client Relationship Associate for a long‑term, service-focused advisory role that will transition into leading client progress reviews over time.

This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, and prefers a collaborative, service-oriented role rather than being a primary sales advisor. While this is not a cold‑prospecting or rainmaker position, it does carry responsibility and accountability as the role grows.

Key Responsibilities

• Participate in and eventually lead client progress reviews (full leadership of client meetings and progress reviews will develop over time).
• Serve as a knowledgeable, trusted point of contact for assigned clients.
• Support ongoing service needs, follow‑ups, and plan execution.
• Assist with applications, account transfers, and money movement tracking.
• Coordinate closely with the Client Service Director to ensure timely follow‑through.
• Maintain accurate CRM notes, workflows, and documentation.
• Identify planning or investment opportunities within existing client relationships.
• Support referral growth through strong client service and relationships.

Who This Role Is For

• Enjoys working with clients without heavy sales pressure.
• Takes pride in accuracy, consistency, and follow‑through.
• Prefers collaboration over competition.
• Loves being the steady, dependable professional others rely on.
• Wants a long-term advisory career focused on service and relationships.

Requirements

• Active insurance license and Series 65 (required)
• Minimum of 2 years of financial services industry experience (required)
• Prior experience working directly with clients in an advisory, service, or support role.
• Strong organizational skills and attention to detail.
• Clear, professional written and verbal communication.
• Comfortable following established processes and workflows.
• Team‑first, service‑oriented mindset.

Experience with Medicare Supplements and Medicare Advantage plans is a strong plus, though not required.

Why You’ll Love Working Here

• Clear expectations: No ambiguity about your role or success metrics.
• Team‑based culture: Shared responsibility, shared success.
• Client continuity: Long‑term relationships without prospecting stress.
• Boutique environment: Your work is visible, valued, and appreciated.
• Professional respect: This is a meaningful, respected advisory role.
• Compensation: $50,000–$55,000 base salary, plus bonus/commission opportunity 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.

Final Note

This role is designed for someone who wants to remain in a service-focused advisory position long‑term, while contributing to client growth through thoughtful planning conversations and excellent service.

If you value relationships, teamwork, and doing things the right way — we’d love to talk.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Customer Service

Pay Range

$50,000–$55,000 per year

Benefits Summary

Full‑time: PTO, paid holidays, 401(k) with match, health insurance, and professional development support.