Financial Services Client Success Specialist

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 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.