Client Services Representative

Find Great People | FGP; Greenville (SC); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial planning firm is seeking an experienced Client Service Representative in Greenville, SC. This role involves serving as the first contact for clients, managing service requests, and ensuring accurate processing of client transactions. The ideal candidate should have a relevant Bachelor's degree and prior experience in financial services, excellent communication skills, and proficiency in Microsoft Office applications. This position entails enhancing client satisfaction and requires a professional demeanor.

Qualifications

• Bachelor's degree in Finance, Economics or a related field is required.
• Prior experience in financial services, banking, or wealth management is preferred.
• Excellent client communication and interpersonal skills are essential.
• Strong organizational abilities and time management skills.

Responsibilities

• Serve as the first point of contact for clients and manage service requests.
• Lead and coordinate ongoing client requests and account maintenance.
• Manage client paperwork and transactions from start to finish.
• Collaborate with the team to ensure seamless client meetings.
• Monitor and manage client account activities effectively.

Skills

Client communication

Organizational skills

Time management

Multitasking

Professionalism

Education

Bachelor's degree in Finance, Economics or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

CRM systems (Redtail, Orion, or similar)

Job description

A financial planning firm in Greenville is seeking an experienced and professional candidate to join their team as a Client Service Representative. The ideal candidate will have prior experience in the financial planning industry, excellent communication skills, and be a strong team player.

Responsibilities

• Serve as the first point of contact for clients—support/service calls, address questions, and ensure every client receives prompt, professional assistance.
• Lead and coordinate ongoing client requests, such as address changes, banking updates, beneficiary revisions, and other account maintenance needs—ensuring every update is processed accurately, documented properly, and confirmed to completion.
• Take ownership of client paperwork and transactions, including preparing, submitting, and tracking applications, transfers, distributions, contributions, RMDs, and QCDs from start to finish.
• Collaborate closely with the team to prepare meeting folders, financial materials, and ensure seamless client meetings.
• Maintain client records and activity in the firm’s CRM system, keeping the team informed of household updates and next steps.
• Monitor and manage client account activity, including new contributions, withdrawals, or changes by preparing and tracking all related paperwork from start to finish, ensuring each step is processed accurately and on time.
• Identify and recommend process improvements to enhance client satisfaction and team efficiency

Qualifications

• Bachelors degree in Finance, Economics or related field
• Prior financial services, banking, or wealth management experience preferred
• Strong client communication and interpersonal skills
• Excellent organizational, multitasking, and time-management abilities
• Professionalism and composure when handling sensitive or confidential information.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
• Experience with CRM and portfolio management systems (Redtail, Orion, or similar preferred)
• SC Insurance License held (or willingness to obtain)