Client Service Associate - Charleston, SC

Position: Client Service Associate

Firm: Curran Financial Partners

Location: Charleston, SC

Overview:

Our growing financial service firm, Curran Financial, in Charleston, SC is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

The purpose of this position is to service the existing client base with all new business and service requests including account opening, money transactions, beneficiary/address changes, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

What you'll do:

Receive incoming client service calls in a friendly manner

Complete each service request and resolve client issues

Input notes into CRM and keep updated

Coordinate and follow up on each client transfer

Review application prior to submission

Prepare client review summary for upcoming appointments

Maintain professional communication with clients and staff

Assist with client updates, reports, and mailings

Assist in setting client appointments What We're Looking For:

College Degree preferred

Financial Industry experience required

Existing Series 65 and Insurance licensing preferred or willingness to obtain

Experience with MS Office Suite and the ability to learn new software quickly

CRM experience - Salesforce or Redtail experience, preferred

Strong organizational skills

Excellent communication; written and verbal

Attention to detail and accuracy

Proactive management style and consistent follow-through What You'll Get:

Pay & Perks:

$55,000 - $65,000/year (based on licensing and years of experience)

Medical

Dental

Vision

401(k) match

Unlimited PTO Schedule:

In office: Monday - Friday, 8:30 AM - 5:00 PM

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Pay Range: $55,000 - $65,000 per year