Paraplanner/Client Service Specialist

We are seeking a professional Paraplanner/Client Service Specialist to join a growing Wealth Management firm in Myrtle Beach, SC. This is a full time, permanent/direct hire position . The ideal candidate will have a CFP.


Job Description:

• Serve as the first point of contact for routine client inquiries
• Assist with onboarding new clients, including gathering documents, opening accounts, and explaining processes
• Assist advisors with compiling and organizing data for financial plans
• Enter client information into planning software
• Prepare plan summaries, asset allocation reports, and scenario models
• Help follow up with clients to collect missing documents or clarify financial details
• Prepare and process custodian paperwork (ACAT transfers, new accounts, beneficiary updates, RMD requests, etc.)
• Track pending forms, follow up with custodians, and ensure clean workflows
• Maintain accurate client records in the firm's CRM
• Manage compliance documentation as required
• Prepare meeting agendas, reports, illustrations, and review packets
• Attend client meetings
• Ensure advisors have updated client information prior to meetings

• CFP (Strongly Preferred)
• Experience in financial services, wealth management, or client service roles
• Strong organizational and administrative skills
• Ability to manage multiple tasks, deadlines, and client requests with accuracy
• Excellent written and verbal communication skills.
• Experience with custodial platforms
• Prior paraplanning, client service associate, or planning assistant experience

• Monday to Friday (8am to 5pm)
• 100% onsite

• $55,000 - $75,000

• Health insurance stipend available, 401k and PTO