Financial Client Service Rep jobs in United States
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Godshall Recruiting · 13 hours ago

Financial Client Service Rep

positionGreenville, SC
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$48K/yr - $62K/yr

Godshall Recruiting is seeking a Financial Client Service Rep to join their collaborative culture. The role involves communicating with clients, preparing transactional paperwork, and managing client activity while ensuring confidentiality and accuracy.

EmploymentHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Catherine Culler, CSP
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Responsibilities

Communicate with clients and keep client information updated
Prepare and submit transactional paperwork
Prepare folders and materials for client meetings
Monitor and manage client activity
Uphold confidentiality and accuracy in all client communication

Qualification

Financial advisory experienceAttention to detailClient communication skillsMS Office proficiencyInterpersonal skills

Required

Heavy attention to detail
Strong client communication and interpersonal skills
MS Office proficiency
Prior financial advisory or wealth management industry experience required
Clean personal credit

Benefits

Monthly health bonus
Profit sharing
Educational bonus
401k
PTO and paid holidays

Company

Godshall Recruiting

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Godshall Recruiting is a staffing and recruiting company that offers human resource and staffing services.
dateFounded in 1968
location
Greenville, South Carolina, USA
people-size11-50 employees
web-link
https://www.godshall.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase