Client Relationship Assistant - Greenville, SC

Advisor Talent Solutions•Greenville, SC

16h•$50,000 - $55,000•Onsite

About The Position

Located in Greenville, SC, The Wealth Training Academy is renowned for pairing world-class financial guidance with exceptional client service. As a Client Relationship Assistant, you will be instrumental in creating a seamless, personalized experience for both new and existing clients. Acting as a vital connection between clients, Advisors, and operations, this role demands outstanding communication skills, advanced computer proficiency, excellent organizational abilities, and a proactive, detail-oriented, and empathetic mindset. The Wealth Training Academy is committed to a smoke-free environment.

Requirements

2+ years of experience in the securities and/or financial services industry
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Self-starter who takes initiative and works well independently

Nice To Haves

Licensure: NASD Series 65 (or willingness to obtain)
Licensure: Insurance license for Life & Health

Responsibilities

Serve as the primary point of contact for client inquiries via phone and in person
Conduct proactive “touch calls” to maintain ongoing client engagement and satisfaction
Deliver concierge-level service for “A” and “A+” clients, including gifts, cards, and random acts of kindness
Facilitate relationships, on boarding for new clients, including processing forms and documentation
Update and maintain client records in the CRM/database for accuracy and compliance
Manage beneficiary changes, account transfers, contributions, and disbursements
Create account review sheets, client meeting summaries, and meeting prep packets
Coordinate and manage Advisors' calendars and meeting schedules
Maintain The Client Relationship Log, reporting updates bi-weekly to Team Leader and Wealth Advisor
Track daily payments and assets moving into the firm
Serve as backup to the Front Desk Coordinator: mail sorting, phone calls, vendor coordination, and office supply management
Maintain a clean, organized, and compliant office workspace and filing system
Assist in seminar planning, follow-up calls, and appointment setting
Help conduct client satisfaction surveys and analyze results for relationship improvements