Godshall Recruiting · 14 hours ago
Financial Client Service Rep
Greenville, SC
Full-time
Onsite
New Grad, Entry Level
$48K/yr - $62K/yrGodshall 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
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
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
Godshall Recruiting is a staffing and recruiting company that offers human resource and staffing services.
Founded in 1968
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase