Client Service Advisor jobs in United States
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JEHM Wealth & Retirement · 4 days ago

Client Service Advisor

positionGreenville, SC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

JEHM Wealth & Retirement is a boutique financial services firm located in Greenville, South Carolina, dedicated to helping client families with their retirement planning. They are seeking a Client Service Advisor who will support existing clients and eventually lead client progress reviews, ensuring a collaborative and service-oriented approach without the pressure of sales.

Financial ServicesInsuranceRetirement

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 skillsWritten communicationVerbal communicationTeam-oriented mindset

Required

Minimum of 2 years of financial services industry experience (required)
Prior experience working directly with clients in an advisory, service, or support role
Strong organizational skills and attention to detail
Clear, professional written and verbal communication
Comfortable following established processes and workflows
Team-first, service-oriented mindset

Preferred

Active insurance license or Series 65 (preferred). Firm will provide sponsorship for licenses
Experience with Medicare Supplements and Medicare Advantage plans is a strong plus, though not required

Benefits

PTO
Paid holidays
401(k) with match
Health insurance
Professional development support

Company

JEHM Wealth & Retirement

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JEHM Wealth & Retirement is a financial firm that provides investment, insuarnce, tax management, and retirement planning services.
dateFounded in 2012
location
Simpsonville, South Carolina, USA
people-size2-10 employees
web-link
https://jehmwealth.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jennifer Lahaie, RICP®
Owner & Founder
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Company data provided by crunchbase