Job ID: 49406
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 2 days ago

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The Client Services Coordinator is an excellent opportunity for someone interested in supporting a high-performing team within the financial planning sector. This position will revolve around client service, administrative support, and office management.
 
Responsibilities:
  • Manage the facilities, office equipment, and supplies, ensuring everything is functioning smoothly.
  • Greeting clients, scheduling appointments, and preparing documents for meetings are key responsibilities. You’ll also need to take notes during meetings and provide follow-up communication.
  • Handling incoming calls, mail, and checks, along with creating client packages and processing documents. There is also a focus on maintaining office cleanliness to create a comfortable client environment.
  • Experience with office software (Word, Excel, Outlook) and familiarity with Salesforce (or a similar database) will be important. Additionally, you’ll facilitate virtual client meetings using Teams.
  • As part of a close-knit team, you will collaborate on various projects and contribute to practice management.
 
Requirements:
  • Must have previous experience in financial organization
  • 3+ years of administrative experience
  • Background check required
  • Excellent longevity in past roles
 
Compensation:
  • Base salary
  • Paid holidays, sick leave and monthly health insurance stipend
  • 401k offered after 1 year of employment