Private Wealth Services Specialist: Client Onboarding & Support
United Community Banks Inc.
United Community Banks Inc. in Greenville, SC is looking for a Private Wealth Service Specialist to facilitate client onboarding and maintain high service levels. This role involves account management and problem resolution while ensuring compliance with policies. The ideal candidate will have a high school diploma and at least 2 years of experience in customer service within banking or investments. This is a full-time, non-remote position with some travel required. #J-18808-Ljbffr United Community Banks Inc.
- ...United Community Bank in Greenville, SC seeks a Private Wealth Service Specialist responsible for daily activities and client interactions. Duties include assisting with client onboarding, maintaining documentation, and identifying issues with accounts. Applicants should...PrivateFull timeRemote work
- ...United Community in Greenville, South Carolina is seeking a Private Wealth Service Specialist to manage client interactions and support banking services. This role involves assisting with client onboarding, maintaining documentation, and resolving account issues. Qualified...PrivateFull timeRemote work
$103.6k - $189.7k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...facets of hedge fund, private equity fund and mutual... ...share information to support informed decision-making...PrivateSummer holidayWork at officeLocal areaFlexible hours- Overview The Private Wealth Service Specialist is responsible for the day-to-day activities... ...interaction between the client and United Community... ...by assisting during client onboarding, providing detailed information... ...and providing sales support. Responsible for identifying...PrivateFull timeLocal areaRemote workWeekend workAfternoon shift
- First Citizens Wealth is looking for a Wealth Client Specialist in Greenville, SC. This role focuses on supporting Fiduciary Officers and Wealth Consultants by managing service-related activities and maintaining strong client relationships. Key responsibilities include...Suggested
- ...financial goals. Our First Citizens Wealth team delivers integrated... ...solutions designed to support clients at every stage of life. Join... ...impact. The Wealth Client Specialist (WCS) role supports both Fiduciary... ...has responsibility for all service-related activities such as...Work at office
$76k - $125.3k
...for a wide range of clients and colleagues.... ...teaming focusing on service delivery for our... ...expect plenty of support designed with your... ...You will work with specialists in our other areas... ...handling hedge fund and Private equity K-1s... ...understanding of estate and wealth planning...PrivateWork experience placementSummer holidayLocal areaFlexible hours- First Citizens Bank in Greenville, SC is looking for a Wealth Client Specialist to provide client service support and assist with sales-related activities. Responsibilities include working directly with clients and advisors, preparing documentation, data analysis, and...
- ...or an alternative application process. Client Service Rep Full Time Greenville, SC, US 30+... ...both businesses and individuals. As a privately held, family-owned brokerage—free from... ...to join our growing team. The CSR will support our Account Managers and Producers by handling...PrivateFull timeTemporary workWork at officeRemote workMonday to Friday
- ...WealthJob Description:The Private Client Specialist (PCS) II will perform... ...as a Private Client Service Associate. In the... ...capacity the PCS II will support other team members (... ...receive the complete onboarding experience, which... ...point of contact for TD Wealth client relationships;...Work at officeLocal areaWork from homeFlexible hours
$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM)... ...specialized facets of hedge fund, private equity fund and mutual fund... ...and consulting work for clients. The objective is to work... .... Responsibilities include Support new and existing client...PrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...facets of hedge fund, private equity fund and mutual... ...include Support new and existing client...PrivateSummer holidayWork at officeLocal areaFlexible hours- Fwainvest in Greenville, SC is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The role involves client onboarding, handling daily inquiries, and ensuring compliance with regulatory requirements...
$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM)... ...specialized facets of hedge fund, private equity fund and mutual fund... ...and consulting work for clients. The objective is to work... ...Responsibilities include Support new and existing client...PrivateSummer holidayWork at officeLocal areaFlexible hours- ...incentive opportunities. As a Client Relationship Specialist (CRS), youhave the... ...your passion for customer service to a role and a firm that will... ...trequiredfor the role, Schwab will support you to become licensed... ...Previousexperience in Financial Services/Wealth Management and/or closely...Local area
$82k - $135.2k
...1709073 Tax – Business Tax Services Private Tax – Financial Services Organization... ...by side with a range of clients from venerable institutions... ...and Capital Markets, Wealth and Asset Management, and Insurance... ...compliance solutions while supporting professional leadership and...PrivateWork experience placementSummer holidayFlexible hours- ...incentive opportunities. As a Client Relationship Specialist (CRS), you have the... ...your passion for customer service to a role and a firm that will... ...for the role, Schwab will support you to become licensed in the... ...experience in Financial Services/Wealth Management and/or closely...Local area
- ## Registered Client Service Associate-Greenville, SC)Applylocations: Greenville, South Carolina... ...: R-0011430**Job Description Summary**Supports Financial advisors and their... ...financial advisors and branch office.* Onboards new clients, opens new client accounts...Work experience placementWork at office
- ...Strategic Client Executive, Rx Solutions Our not-so-secret sauce... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...to ongoing client support. You'll lead client pharmacy...Permanent employmentLocal areaNight shift
- TD is looking for a Private Client Specialist II in Greenville, South Carolina. This role combines responsibilities... ...Manager and a Private Client Service Associate, focusing on high-touch... ...relationships, ensuring a seamless onboarding experience and providing expert...
- A financial services company in Greenville is seeking an Operations Specialist to support client account maintenance and enhance onboarding processes. The ideal candidate will possess a degree in economics or Finance, or relevant experience in banking. Responsibilities...
$65k - $150k
...significant risk, workforce, wealth management and retirement... ...and ideally have also serviced niche Eldercare Facilities clients (includes long-term care,... ...). You should be able to support multiple Producers and... ...home, you must maintain a private workspace to secure company...PrivateFull timeRemote workWork from homeShift work- ...company with exceptional support, then you'll want to be... ...community, build and maintain client relationships, and... ...attain high quality customer service standards and profit... ...offer commercial, private banking, consumer, small business, wealth and trust management, retail...PrivateLocal areaMonday to Thursday
- A boutique financial services firm in South Carolina is seeking a licensed Client Relationship Associate to provide service-focused advisory support. This role emphasizes long-term relationships... ...and offers comprehensive benefits. #J-18808-Ljbffr JEHM Wealth & Retirement
- ...Charles Schwab is seeking a Client Relationship Specialist in Greenville, South Carolina. This role focuses on providing exceptional customer service to clients while supporting the Client Relationship Manager and Branch Manager. With opportunities for growth in the financial...
- ...employee benefits, investment and wealth management products and services. With over 21,000 employees in 600... ...the community ~ Strong community support and involvement through HUB Gives... ...Personal Lines including High net-worth/Private Client insurance business, while acting...Full timeTemporary workWork at officeLocal area
- ...employee benefits, investment and wealth management products and services. With over 21,000 employees in 600... ...the community ~ Strong community support and involvement through HUB Gives... ...Personal Lines including High net-worth/Private Client insurance business, while acting...Full timeTemporary workWork at officeLocal area
- Charles Schwab Corporation is seeking a Client Relationship Specialist in Greenville, South Carolina. This... ...to bring your passion for customer service to a vibrant firm while developing your... ...services industry. You will support both the Client Relationship Manager...
- 3rd Shift Client Support Specialist (CSS) The 3rd Shift Client Support Specialist (CSS) is an essential member of the Shelter Operations and... ...to providing trauma-informed, respectful, and supportive services to survivors of domestic abuse. Staff are expected to uphold...Hourly payPart timeShift workNight shift
- ...Rest, South Carolina, United States About the job Remote Client Support Representative We are seeking a Remote Client Support Representative... .... This role is ideal for someone with strong customer service skills who enjoys helping others, staying organized, and...Remote workFlexible hours
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