Client Relationship Assistant

Benefits

• 401(k) matching
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

In office Position
* Greenville, SC | Full-Time
* at The Wealth Training Academy

The Client Relationship Assistant plays a pivotal role in delivering a seamless, high-touch experience for both new and existing clients at The Wealth Training Academy, where world-class financial guidance is matched by world-class service. Serving as the essential link between clients, Advisors, and operations, this position requires exceptional communication, strong computer proficiency, outstanding organizational skills, and a proactive, detail-oriented, empathetic approach.

Candidates must have a minimum of two years of experience in the securities industry and/or financial services operations, along with a demonstrated commitment to professionalism, precision, and building long-term client trust through every interaction.

• Serve as the primary point of contact for client inquiries via phone and in person.
• Conduct proactive "touch calls" to maintain ongoing client engagement and satisfaction.
• Deliver concierge-level service for "A" and "A+" clients, including gifts, cards, and random acts of kindness.

• Facilitate relationships, onboarding for new clients, including processing forms and documentation.
• Update and maintain client records in the CRM/database for accuracy and compliance.
• Manage beneficiary changes, account transfers, contributions, and disbursements.
• Create account review sheets, client meeting summaries, and meeting prep packets.

• Coordinate and manage Advisors' calendars and meeting schedules.
• Maintain The Client Relationship Log, reporting updates bi-weekly to Team Leader and Wealth Advisor.
• Track daily payments and assets moving into the firm.
• Serve as backup to the Front Desk Coordinator: mail sorting, phone calls, vendor coordination, and office supply management.
• Maintain a clean, organized, and compliant office workspace and filing system.

• Assist in seminar planning, follow-up calls, and appointment setting.
• Help conduct client satisfaction surveys and analyze results for relationship improvements.

• 2 plus years in the securities industry and financial services operations.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Exceptional interpersonal and phone communication skills.
• Strong organizational and time management skills.
• Ability to multitask and meet tight deadlines with minimal supervision.
• A team player with a client-first attitude and professional appearance.

• Licensure: NASD Series 65 (or willingness to obtain)
• Licensure:
  Insurance license for Life & Health

• Base Salary: $40,000 / Plus. Depending on experience.
• Incentives:
  
  Commission and bonus opportunities if licensed (insurance and securities).
• Benefits:
  Medical Insurance, Vacation & Sick Pay, Matching 401(k).

If you are passionate about creating exceptional client experiences, thrive in a fast-paced environment, and want to be part of a mission-driven team helping others secure their financial future, we’d love to hear from you! Please send your resume with salary requirements to i

About the company

The Wealth Training Academy

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