Client Relationship Assistant
The Wealth Training Academy, Greenville, SC, United States
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, onboarding 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
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:
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
#J-18808-Ljbffr
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, onboarding 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
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:
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
#J-18808-Ljbffr