Client Relationship Assistant - Greenville, SC

Position: Client Relationship AssistantFirm: The Wealth Training AcademyLocation: Greenville, SCOverview: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 personConduct proactive "touch calls" to maintain ongoing client engagement and satisfactionDeliver concierge-level service for "A" and "A+" clients, including gifts, cards, and random acts of kindnessFacilitate relationships, on boarding for new clients, including processing forms and documentationUpdate and maintain client records in the CRM/database for accuracy and complianceManage beneficiary changes, account transfers, contributions, and disbursementsCreate account review sheets, client meeting summaries, and meeting prep packetsCoordinate and manage Advisors' calendars and meeting schedulesMaintain The Client Relationship Log, reporting updates bi-weekly to Team Leader and Wealth AdvisorTrack daily payments and assets moving into the firmServe as backup to the Front Desk Coordinator: mail sorting, phone calls, vendor coordination, and office supply managementMaintain a clean, organized, and compliant office workspace and filing systemAssist in seminar planning, follow-up calls, and appointment settingHelp conduct client satisfaction surveys and analyze results for relationship improvementsWhat We're Looking For:2+ years of experience in the securities and/or financial services industryDemonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office SuiteExcellent communication; written and verbalSkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceCollaborative team player willing to assist othersDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksSelf-starter who takes initiative and works well independentlyBonus Points:Licensure: NASD Series 65 (or willingness to obtain)Licensure: Insurance license for Life & HealthWhat You'll Get:Pay & Perks:Base salary of $50k-$55k/year based on experience + bonus potentialMedical InsurancePTOSick Pay401(k) with 3% matchSchedule:In office: Monday - Friday, 8:30am - 5:00pmPresented by Advisor Talent SolutionsAdvisor 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