Wealth Management Client Services Specialist

Godshall Recruiting; Greenville (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Godshall Recruiting seeks a seasoned professional to support financial advisors in Greenville, SC. This role focuses on client service, onboarding, and documentation within a busy financial services environment.

You will prepare materials, coordinate transfers, and ensure compliant client files while assisting with onboarding and CRM updates. A strong track record in financial services and licensing readiness are essential for success.

Qualifications

• 5+ years of experience supporting financial advisors.
• Proficiency in MS Office.
• SIE, Series 7, Series 66 licensing or ability to obtain.
• Clean personal credit and background.

Responsibilities

• Coordinate complex client service requests and follow-up activities
• Prepare meeting materials, reports, onboarding documents, and client communications
• Process account forms, transfers, and service requests
• Maintain compliant client files and documentation
• Manage calendars and scheduling
• Assist with onboarding and training of new client associates
• Assist with operational projects, marketing initiatives, CRM updates, and referral tracking

Skills

Experience supporting financial advis○

Licensing knowledge

Tools

MS Office

Job description

Godshall Recruiting seeks a seasoned professional to support financial advisors in Greenville, SC. This role focuses on client service, onboarding, and documentation within a busy financial services environment.

You will prepare materials, coordinate transfers, and ensure compliant client files while assisting with onboarding and CRM updates. A strong track record in financial services and licensing readiness are essential for success.