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Panning Wealth · 2 weeks ago

Client Service Specialist

Greenville, SC

Full-time

Onsite

New Grad, Entry Level

$42K/yr - $50K/yr

Panning Wealth is a boutique financial planning firm focused primarily on business owners. The Client Service Specialist will handle important service requests and account-related tasks, ensuring clients are well supported while maintaining professionalism and accuracy.

Financial Services

Responsibilities

Serve as a primary point of contact for client service requests via phone, email, and walk-ins

Process account withdrawals, distributions, and maintenance requests accurately and promptly

Prepare, pre-fill, collect, and notarize client documents

Own service requests end-to-end, ensuring issues are resolved completely and correctly

Maintain accurate records across CRM, custodial platforms, and planning systems as a natural result of service execution

Qualification

SIESeries 7Series 66State insurance licensesCRM proficiencyClient-orientedProfessionalismCompassionAttention to detailTeamwork

Required

Naturally caring and client-oriented

Ability to take ownership and responsibility seriously

Experience handling important service requests, sensitive documents, and account-related tasks with care, accuracy, and professionalism

Ability to serve as a primary point of contact for client service requests via phone, email, and walk-ins

Experience processing account withdrawals, distributions, and maintenance requests accurately and promptly

Ability to prepare, pre-fill, collect, and notarize client documents

Ability to own service requests end-to-end, ensuring issues are resolved completely and correctly

Experience maintaining accurate records across CRM, custodial platforms, and planning systems

Ability to obtain and maintain the appropriate registrations to support efficient, compliant client service, including the SIE, Series 7, Series 66, and applicable state insurance licenses

Willingness to obtain licenses within approximately six months of starting

Ability to work in a small, highly intentional team that values professionalism, clarity, and doing the right thing for clients