Client Relationship Assistant

Position: Client Relationship Assistant

Firm: The Wealth Training Academy

Location: Greenville, SC

Overview:

Located in Greenville, SC, The Wealth Training Academy is renowned for pairing world-class financial guidance with exceptional client service. As a Client Relationship Assistant, you will be instrumental in creating a seamless, personalized experience for both new and existing clients. Acting as a vital connection between clients, Advisors, and operations, this role demands outstanding communication skills, advanced computer proficiency, excellent organizational abilities, and a proactive, detail-oriented, and empathetic mindset. The Wealth Training Academy is committed to a smoke-free environment.

What you’ll do:

• Serve as the primary point of contact for client inquiries via phone and in person
• Conduct proactive “touch calls” to maintain ongoing client engagement and satisfaction
• Deliver concierge-level service for “A” and “A ” clients, including gifts, cards, and random acts of kindness
• Facilitate relationships, on boarding for new clients, including processing forms and documentation
• Update and maintain client records in the CRM/database for accuracy and compliance
• Manage beneficiary changes, account transfers, contributions, and disbursements
• Create account review sheets, client meeting summaries, and meeting prep packets
• Coordinate and manage Advisors' calendars and meeting schedules
• Maintain The Client Relationship Log, reporting updates bi-weekly to Team Leader and Wealth Advisor
• Track daily payments and assets moving into the firm
• Serve as backup to the Front Desk Coordinator: mail sorting, phone calls, vendor coordination, and office supply management
• Maintain a clean, organized, and compliant office workspace and filing system
• Assist in seminar planning, follow-up calls, and appointment setting
• Help conduct client satisfaction surveys and analyze results for relationship improvements

What We’re Looking For:

• 2 years of experience in the securities and/or financial services industry
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Excellent communication; written and verbal
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Self-starter who takes initiative and works well independently

Bonus Points:

• Licensure: NASD Series 65 (or willingness to obtain)
• Licensure: Insurance license for Life & Health

What You’ll Get:

Pay & Perks:

• Base salary of $50k-$55k/year based on experience bonus potential
• Medical Insurance
• PTO
• Sick Pay
• 401(k) with 3% match

Schedule:

• In office: Monday – Friday, 8:30am – 5:00pm

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