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Client Service Associate
501 River Street , Suite 101 Greenville, SC 29601 US
Job Description
What is your perfect fit?
- Are you interested in an administrative role that allows you to pursue your passion for top notch client service?
- Are you interested in working in a collaborative office where you can have a meaningful impact?
- Would you love to work in beautiful downtown Greenville?
If that describes you, we need to talk!
What your future day will look like:
- Handle new business client calls warmly and professionally.
- Record client notes in the Redtail database and notify partners of issues.
- Process new business applications from start to finish.
- Track pending applications and manage client files.
- Assist with training new advisors, handle Broker/Dealer paperwork, and support special projects.
Benefits Offered:
- Competitive salary
- Health insurance offered
- 4 weeks of PTO
- Dynamic work environment
Type: Direct Hire
To be a champion in this role, you will need:
- Financial industry experience
- Strong organization, communication, and time management skills.
- Attention to detail and proactive problem-solving.
- Comfort with computers and a love for paperwork.
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step. If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for!
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Meet Your Recruiter
Corie Burleson
Recruiter
Corie Burleson started her career in the recruiting industry after graduating with a degree in criminal justice from Kennesaw State University in 2011.
Her interests outside of work include exercise, dancing, and spending time outdoors with her husband. She also has a passion for animals and loves to cook.
