Vacancy Description
Description
We are looking for a Client Services Rep to support client relationships and provide day-to-day administrative and service assistance in Greenville, South Carolina in a private wealth office. This position is ideal for someone who enjoys client interaction, stays organized in a fast-paced environment, and is interested in building a long-term career path within wealth and financial services. The role combines communication, scheduling, reporting support, and sales-oriented client service while offering exposure to financial planning operations.
Responsibilities:
• Serve as a primary point of contact for client questions, requests, and follow-up communications in a thorough and timely manner.
• Coordinate appointments, review meetings, and calendar logistics to ensure a smooth client experience.
• Prepare and organize financial reports, client documents, and supporting materials for advisor and client meetings.
• Assist ...
We are looking for a Client Services Rep to support client relationships and provide day-to-day administrative and service assistance in Greenville, South Carolina in a private wealth office. This position is ideal for someone who enjoys client interaction, stays organized in a fast-paced environment, and is interested in building a long-term career path within wealth and financial services. The role combines communication, scheduling, reporting support, and sales-oriented client service while offering exposure to financial planning operations.
Responsibilities:
• Serve as a primary point of contact for client questions, requests, and follow-up communications in a thorough and timely manner.
• Coordinate appointments, review meetings, and calendar logistics to ensure a smooth client experience.
• Prepare and organize financial reports, client documents, and supporting materials for advisor and client meetings.
• Assist ...
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