Wealth Services Specialist - Client Onboarding & Support
United Community Bank
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 have a High School diploma and at least 2 years of customer service experience in Banking or Investments. This is a full-time, non-remote position requiring schedule flexibility. Candidates must pass background checks and are expected to comply with various training requirements. #J-18808-Ljbffr United Community Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Services Specialist - Client Onboarding & Support in Greenville, SC vacancy
- ...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....SuggestedFull timeRemote work
United Community Services
Greenville, SC8 hours ago - 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...SuggestedWork at office
First Citizens Bank
Greenville, SC1 day ago - 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...Suggested
- ...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;...SuggestedWork at officeLocal areaWork from homeFlexible hours
$90.3k - $165.4k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management,... ...to our Scope of Services Support the acquisition of new clients...Summer holidayFlexible hoursEY
Greenville, SC2 days ago- Overview The Private Wealth Service Specialist is responsible for the day-to-day... ...and interaction between the client and United Community... ...by assisting during client onboarding, providing detailed information... ...documentation and providing sales support. Responsible for...Full timeLocal areaRemote workWeekend workAfternoon shift
$55k - $65k
A growing financial services firm in South Carolina is seeking a dedicated Financial Customer Service Representative for Retirement Services. This professional will support clients and financial advisors, requiring critical thinking, attention to detail, and genuine empathy...- ...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
- ...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
$50k - $55k
Client Relationship Associate (Licensed) Join to apply for the Client... ...(Licensed) role at JEHM Wealth & Retirement About Us JEHM Wealth... ...is a boutique financial services firm rooted in the Upstate of... ...contact for assigned clients. Support ongoing service needs, follow...Base plus commissionFull timeWork at officeMonday to Friday- A leading insurance service provider in South Carolina is seeking a Client Service Specialist for their Business Insurance team. This role involves providing excellent... ...such as generous time off and professional development support. #J-18808-Ljbffr Marsh McLennan Agency
- 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...
- ...Salary: 16.35 Position Summary The Client Support Specialist (CSS) is a key member of the Shelter... ...Team for needs related to advocacy services Document all support interactions... ...team members to support consistent onboarding and modeling of expectations Maintain...Hourly payPart timeWork at officeShift workNight shift
Safe Harbor
Greenville, SC7 days ago - 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
$55k - $65k
...transforming lives by empowering clients to embark on a new chapter... ...insightful advice and support tailored to their individual... ...position; it is a professional service role requiring sound judgment... ...Advisor Support & Client Onboarding Partner with financial advisors...Work at officeBig Money Retirement
Greenville, SCa month ago- ...Client Account Specialist Cleveland St - Greenville, SC 29607 Overview Level Entry Position... ...Percentage None Category Nonprofit - Social Services Description Nature of work:... ...clerical and administrative duties supporting program operations and other...Full timeWork at officeShift work
GREENVILLE COUNTY COMMISSION ON ALCOHOL & DRUG ABUSE
Greenville, SC3 days ago - Dealer Services Network is seeking an experienced Account Manager in Greenville, South Carolina. The ideal candidate will be responsible for client onboarding, building strong relationships, and driving account growth through our solutions. Responsibilities include conducting...Full time
- 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...
- 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...
- ...for an accommodation or an alternative application process. Client Service Rep Full Time Greenville, SC, US 30+ days ago Requisition ID... ...Representative (CSR) to join our growing team. The CSR will support our Account Managers and Producers by handling day-to-day account...Full timeTemporary workWork at officeRemote workMonday to Friday
- ...Floating Client Support Specialist The Floating Client Support Specialist (Floating CSS) provides trauma-informed support, structure, and consistency... ..., SOS, and DSO to ensure smooth transitions and consistent service delivery. Support shelter flow by assisting with client...Hourly payFull timeFlexible hoursShift workNight shift
Safe Harbor
Greenville, SC1 day ago - 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
Safe Harbor
Greenville, SC1 day ago $29.75 - $47.75 per hour
...Line of Business: TD Wealth Job Description: The Business Services Manager works closely with... ...Leader(s) to manage, support and execute all business... ...ensures the appropriate onboarding of new colleagues and works... ...operational and client service support for newly...Work at officeLocal areaWork from homeFlexible hoursTD Bank
Greenville, SC4 days ago- Evolving Solution Services in Greenville, SC is seeking a detail-oriented Client Service Representative (CSR) to support Account Managers and Producers. This role involves servicing accounts, ensuring accuracy in documentation, and providing exceptional client service....
- ...Hospital Services Specialist At The Blood Connection, every role plays a part in saving lives.... ...blood and blood components Provides support to hospital blood banks served by the blood... ...service relations with co-workers, clients, and the general public Operates company...Temporary workMonday to FridayShift workDay shift
$55k - $65k
...; we’re transforming lives by empowering clients to embark on a new chapter with confidence... ...clients, providing insightful advice and support tailored to their individual needs. This... ...call-center position; it is a professional service role requiring sound judgment, stellar...$55k - $65k
Financial Client Success Representative — Retirement Services | $55,000 - $65,000 + Bonus We are seeking a dedicated, service-driven Financial Customer Service... ...Service Representative (CSR) plays a key role in supporting clients and financial advisors within a retirement-...Full timeTemporary workMonday to Friday- Overview DataSoft Technologies, Inc. is seeking a Database Administration and Service Specialist to join our client in Greenville, SC. The individual will provide operations and project support for various client database technologies in the Americas region, also acting...Hourly payFull time
- ...Client Service Specialist, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across...Permanent employmentWork at officeLocal areaFlexible hours
Marsh & McLennan
Greenville, SC4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Services Specialist - Client Onboarding & Support. Be the first to apply!
Related searches
- patient service associate Greenville, SC
- patient service specialist Greenville, SC
- health services administrator Greenville, SC
- part time service advisor Greenville, SC
- service delivery associate Greenville, SC
- guest services associate Greenville, SC
- health service specialist Greenville, SC
- toyota service advisor Greenville, SC
- nutrition services aide Greenville, SC
- service lot attendant Greenville, SC