Client Service Associate - Charleston, SC

Advisor Talent Solutions • Charleston, SC

1d • $55,000 - $65,000 • Onsite

About The Position

Our growing financial service firm, Curran Financial, in Charleston, SC is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

The purpose of this position is to service the existing client base with all new business and service requests including account opening, money transactions, beneficiary/address changes, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Requirements

• College Degree preferred
• Financial Industry experience required
• Existing Series 65 and Insurance licensing preferred or willingness to obtain
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience – Salesforce or Redtail experience, preferred
• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Nice To Haves

• College Degree preferred
• Existing Series 65 and Insurance licensing preferred
• CRM experience – Salesforce or Redtail experience, preferred

Responsibilities

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Benefits

• $55,000 - $65,000/year (based on licensing and years of experience)
• Medical
• Dental
• Vision
• 401(k) match
• Unlimited PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level