Client Service Associate - Charleston, SC at Advisor Talent Solutions

Charleston, South Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

65000.0

Posted On

31 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Opening, Money Transactions, Database Management, Client Appointment Preparation, CRM, MS Office Suite, Organizational Skills, Communication, Attention To Detail, Follow-through

Industry

Financial Services

Description

Position: Client Service Associate Firm: Curran Financial Partners Location: Charleston, SC Overview: 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. What you’ll do: * 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 What We’re Looking For: * 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 What You’ll Get: Pay & Perks: * $55,000 - $65,000/year (based on licensing and years of experience) * Medical * Dental * Vision * 401(k) match * Unlimited PTO Schedule: * In office: Monday – Friday, 8:30 AM – 5:00 PM Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

This role is responsible for servicing the existing client base by handling all new business and service requests, including account opening, money transactions, and managing database updates. Key duties involve preparing clients for review meetings, managing incoming service calls, and ensuring professional communication with clients and staff.