Wealth Management Client Associate

Godshall Recruiting; Greenville (SC); On-site; USD 57,000 - 67,000; Full time

Benefits offered by this job

Monthly health bonus

Profit sharing

Educational bonus

401k

PTO and paid holidays

Monthly benefit bonuses

Job summary

Godshall Recruiting in Greenville, SC is seeking a Direct Hire professional to support client relationships and transactional processes. The role offers a salary of $57,000–$67,000 per year with a comprehensive benefits package and profit sharing.

You will handle client communications, paperwork, meeting materials, and maintain confidential, accurate records. A background in wealth management, strong MS Office skills, and a clean credit history are required.

Qualifications

• Heavy attention to detail.
• Strong client communication and interpersonal skills.
• MS Office proficiency.
• Prior financial advisory or wealth management industry experience required.
• Clean personal credit.

Responsibilities

• Communicate with clients and keep client information updated.
• Prepare and submit transactional paperwork.
• Prepare folders and materials for client meetings.
• Monitor and manage client activity.
• Uphold confidentiality and accuracy in all client communication.

Skills

Attention to detail

Client communication

Interpersonal skills

Tools

MS Office

Job description

Salary: $57000-$67000

Professional environment with collaborative culture

Type: Direct Hire

Benefits:

• Monthly health bonus
• Profit sharing
• Educational bonus
• 401k
• PTO and paid holidays
• Monthly benefit bonuses

What your future day will look like:

• Communicate with clients and keep client information updated
• Prepare and submit transactional paperwork
• Prepare folders and materials for client meetings
• Monitor and manage client activity
• Uphold confidentiality and accuracy in all client communication

To be a champion in this role, you will need:

• Heavy attention to detail
• Strong client communication and interpersonal skills
• MS Office proficiency
• Prior financial advisory or wealth management industry experience required
• Clean personal credit

Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.