Client Service Advisor - Greenville, SC

Advisor Talent Solutions•Greenville, SC

22h

About The Position

JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area. We take pride in helping our client families piece together their retirement puzzle with clarity, confidence, and care. Our team-based model ensures clients receive consistent, thoughtful service without relying on a single individual advisor. We value long-term relationships, clear processes, and doing things the right way — for our clients and our team. We’re hiring a Client Service Advisor 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 or Series 65 (preferred). Firm will provide sponsorship for license s.
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