Financial Services Coordinator

Aston Carter • Rock Hill, SC

6d • $55,000 - $70,000 • Onsite

About The Position

The Financial Services Coordinator serves as an essential resource for financial advisors and clients, coordinating account paperwork, client onboarding, billing activities, and administrative processes related to financial planning and investment services. The role calls for prior financial services industry experience and a strong understanding of accuracy, compliance, confidentiality, and exceptional client service. This is a permanent, fully onsite position based in Rock Hill, South Carolina.

Requirements

• Prior experience within the financial services industry.
• Experience supporting financial advisors, wealth managers, or registered representatives.
• Familiarity with investment account paperwork and client onboarding processes.
• Knowledge of retirement accounts, brokerage accounts, and financial planning processes.
• Demonstrated understanding of accuracy, compliance, confidentiality, and exceptional client service.

Nice To Haves

• Experience using Orion, Charles Schwab, or Fidelity platforms.
• FINRA licenses are not required but are considered a plus.

Responsibilities

• Coordinate account paperwork.
• Coordinate client onboarding.
• Coordinate billing activities.
• Support administrative processes related to financial planning and investment services.
• Provide support to financial advisors and clients.

Benefits

• Medical insurance, with the company contributing $650 per month toward individual premiums; dependent coverage is available through payroll deduction. Coverage starts after one month of service.
• Company-paid life insurance coverage of $25,000, starting after one month of service.
• Company-paid long-term disability insurance, starting after one month of service.
• Company-paid short-term disability; after an eight-day grace period, the plan pays 60% of earnings for up to 12 weeks, subject to plan documents.
• 401(k) plan eligibility after one year of employment, with a company match.
• Paid time off: 20 days per year for standard full-time employees, increasing to 25 days after 10 years and 30 days after 20 years. Sick days are included in PTO.
• Paid holidays, including New Year's Day, a floating Tax Day, Memorial Day, Independence Day, Labor Day, Rosh Hashana and Yom Kippur when they fall on weekdays, Thanksgiving Day and the following day, Christmas Eve (half day), and Christmas Day.
• Discretionary performance bonuses, typically paid in May.
• CPA exam support: company-paid review course, exam fees, and registration with pre-approval; a $2,500 bonus is available for passing within 13 months of hire.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed