Wealth Management Client Services Specialist

Find Great People | FGP; Lexington (SC); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Minimum essential coverage insurance

Fixed indemnity plan

Job summary

Find Great People | FGP in Lexington, SC seeks a Client Services Coordinator to be the first point of contact for clients and to support daily administrative operations. The role requires a personable, highly organized individual who can maintain strict confidentiality with sensitive client information.

Responsibilities include greeting clients, answering calls, managing the reception area, scheduling meetings for advisors, and maintaining client records within CRM and financial planning

Qualifications

• 2–3 years of administrative/scheduling experience in a professional office.
• Experience in wealth management is a plus.
• Salary is $18–$23 per hour, based on experience.
• Full-time schedule Mon–Fri, 8:30 am–5 pm.
• Contract employees receive benefits including insurance and indemnity plan.

Responsibilities

• Greet clients and visitors in a friendly, professional manner.
• Answer and direct incoming phone calls promptly.
• Manage reception area and maintain a welcoming office environment.
• Schedule client meetings and appointments for advisors.
• Maintain client records and CRM data with confidentiality.
• Support onboarding and account maintenance processes.

Skills

Administrative experience

Scheduling experience

Wealth management experience a plus

Job description

Find Great People | FGP in Lexington, SC seeks a Client Services Coordinator to be the first point of contact for clients and to support daily administrative operations. The role requires a personable, highly organized individual who can maintain strict confidentiality with sensitive client information.

Responsibilities include greeting clients, answering calls, managing the reception area, scheduling meetings for advisors, and maintaining client records within CRM and financial planning