Client Service Associate (Licensed)

Client Relationship Associate (Licensed) Join to apply for the Client Relationship Associate (Licensed) role at JEHM Wealth & Retirement About Us JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area. We take pride in helping our client families piece together their retirement puzzle with clarity, confidence, and care. Our team-based model ensures clients receive consistent, thoughtful service without relying on a single individual advisor. We value long-term relationships, clear processes, and doing things the right way — for our clients and our team. About the Role We’re hiring a licensed Client Relationship Associate for a long‑term, service-focused advisory role that will transition into leading client progress reviews over time. This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, and prefers a collaborative, service-oriented role rather than being a primary sales advisor. While this is not a cold‑prospecting or rainmaker position, it does carry responsibility and accountability as the role grows. Key Responsibilities Participate in and eventually lead client progress reviews (full leadership of client meetings and progress reviews will develop over time). Serve as a knowledgeable, trusted point of contact for assigned clients. Support ongoing service needs, follow‑ups, and plan execution. Assist with applications, account transfers, and money movement tracking. Coordinate closely with the Client Service Director to ensure timely follow‑through. Maintain accurate CRM notes, workflows, and documentation. Identify planning or investment opportunities within existing client relationships. Support referral growth through strong client service and relationships. Who This Role Is For Enjoys working with clients without heavy sales pressure. Takes pride in accuracy, consistency, and follow‑through. Prefers collaboration over competition. Loves being the steady, dependable professional others rely on. Wants a long-term advisory career focused on service and relationships. Requirements Active insurance license and Series 65 (required) Minimum of 2 years of financial services industry experience (required) Prior experience working directly with clients in an advisory, service, or support role. Strong organizational skills and attention to detail. Clear, professional written and verbal communication. Comfortable following established processes and workflows. Team‑first, service‑oriented mindset. Experience with Medicare Supplements and Medicare Advantage plans is a strong plus, though not required. Why You’ll Love Working Here Clear expectations: No ambiguity about your role or success metrics. Team‑based culture: Shared responsibility, shared success. Client continuity: Long‑term relationships without prospecting stress. Boutique environment: Your work is visible, valued, and appreciated. Professional respect: This is a meaningful, respected advisory role. Compensation: $50,000–$55,000 base salary, plus bonus/commission opportunity tied to firm and individual performance. Hours: Full‑time, Monday–Friday. Benefits: PTO, paid holidays, 401(k) with match, health insurance, and professional development support. Final Note This role is designed for someone who wants to remain in a service-focused advisory position long‑term , while contributing to client growth through thoughtful planning conversations and excellent service. If you value relationships, teamwork, and doing things the right way — we’d love to talk. Seniority Level Associate Employment Type Full‑time Job Function Customer Service Pay Range $50,000–$55,000 per year Benefits Summary Full‑time: PTO, paid holidays, 401(k) with match, health insurance, and professional development support. #J-18808-Ljbffr JEHM Wealth & Retirement