Client Relationship Associate (Licensed) - Greenville, SC
About The Position
We’re hiring a licensed Client Relationship Associate for a long-term, service-focused advisory role that will transition into leading client progress reviews over time. This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, and prefers a collaborative, service-oriented role rather than being a primary sales advisor. While this is not a cold-prospecting or rainmaker position, it does carry responsibility and accountability as the role grows. This position is ideal for an experienced, licensed professional who: Understands the financial services industry Enjoys working closely with existing clients Prefers a collaborative, service-oriented role Is comfortable participating in client meetings Does not aspire to be a lead or primary sales advisor
Requirements
- Active insurance license and Series 65 (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
Nice To Haves
- Experience with Medicare Supplements and Medicare Advantage plans is a strong plus , though not required
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
Benefits
- PTO
- paid holidays
- 401(k) with match
- health insurance
- professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
