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Advisor Talent Solutions · 2 weeks ago

Client Service Associate (Licensed) - Greenville, SC

Greenville, SC

Full-time

Onsite

Entry, Mid Level

$50K/yr - $55K/yr

2+ years exp

JEHM Wealth & Retirement is a boutique financial services firm located in the Upstate of South Carolina. They are seeking a licensed Client Service Associate for a long-term, service-focused advisory role that will transition into leading client progress reviews over time, emphasizing collaboration and client relationship management.

AdviceConsultingStaffing Agency

Responsibilities

Participate in and eventually lead client progress reviews (While full leadership of client meetings and progress reviews will develop over time, candidates should already be comfortable participating in client meetings and engaging in live advisory conversations.)

Serve as a knowledgeable, trusted point of contact for assigned clients

Support ongoing service needs, follow-ups, and plan execution

Assist with applications, account transfers, and money movement tracking

Coordinate closely with the Client Service Director to ensure timely follow-through

Maintain accurate CRM notes, workflows, and documentation

Identify planning or investment opportunities within existing client relationships

Support referral growth through strong client service and relationships

Qualification

Active insurance licenseSeries 65Financial services experienceClient advisory experienceOrganizational skillsCommunication skillsMedicare knowledgeTeam-oriented mindsetAttention to detail