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Licensed Client Service Associate
3 Legacy Park Rd Greenville, SC 29607 US
Job Description
Salary: $50k to $70k + bonus
What is your perfect fit?
- Do you desire to work in a boutique wealth management firm with shared goals?
- Would you love to work for a firm that fosters growth where you can work alongside seasoned mentors?
- Are you a licensed wealth management professional that would like to get out of business development and focus on client service?
- Would you like to use your Series 7 and 66 in a support role that allows you to focus on service instead of sales?
What your future day will look like:
- Use your Series 7 and 66 to conduct portfolio analysis, wealth management planning, and client reviews
- Financial planning process/reports/implementation/monitoring
- Performance reporting software management including billing system and trading platform execution/brokerage allocation management
- Client data management from other various computer systems
- Compliance functions including data consolidation or keeping books/records
- Maintain communication with financial partners/asset managers/custodians we work with
- Customer service and handling client requests and follow ups
- Product comprehension including brokerage, insurance, annuities etc
- Preparing meeting review packets
- Backup for admin who may be out (preparing account paperwork, answering phones, etc)
- Helping plan and execute firm events
Benefits Offered:
- Pension plan
- 2 weeks PTO
- 401k with 3% contribution and profit sharing
- Holiday Pay
Type: Direct Hire
To be a champion in this role, you will need:
- Series 7 and 66 or industry experience with willingness to obtain
- Good personal credit and clean background check
- Desire to serve clients
- 2+ years of experience in the wealth management industry
Meet Your Recruiter
Cathy Boggs
Recruiter
Cathy is a Greenville native who graduated from Clemson with a BS in Business Management. After working for 3 years for Babies R Us in both human resources and inventory control management roles, she joined Godshall in 1999 as a Recruiter and Staffing Specialist. Her primary recruiting focus is in banking, accounting, human resources, legal and administrative placements. She is involved in St. Francis Forum, NALS, Covenant United Methodist Church and Northwood Little League. This breast cancer survivor lives life the fullest by cheering on her two boys in baseball, watching her alma mater play every Saturday during the fall, and splurging on an occasional bowl of Cinnamon Toast Crunch.
