Customer Service Representative

The Client Success Associate (CSA) is an integral part of the Blueprint, ensuring that all client success operations run smoothly and efficiently. This role embodies our core values—
intentional, inspirational, disciplined, accountable, results-oriented, and transparent
—by executing tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy, and supporting an exceptional client experience.

The CSA ensures that client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.

This role is 100% in the office, Monday through Friday, 8 am - 5 pm. We are looking for CSA's at our Greenville, Simpsonville, and Charleston, SC locations.

Client Support & Operational Execution

• Execute all client requests and tasks delegated by the Client Success Advisor, ensuring timely and accurate completion.
• Monitor task follow-through to confirm completion and escalate issues as needed, maintaining accountability for both personal and team deliverables.
• Maintain client data integrity in CRM.
• Track client account changes, allocations, and held-away assets as directed by the Success Advisor.

Client Communication

Respond to client inquiries promptly and professionally via phone, email, or other channels, providing high-touch support in alignment with our Blueprint standards.

• Support Success Advisors in sending recap emails, meeting follow-ups, and confirmation of next steps.
• Ensure all client communications reflect transparency, professionalism, and consistency.
• Attend weekly Success Team Meetings to review upcoming tasks, clarify responsibilities, and report on task completion.
• Collaborate with other CSAs, Success Advisors, and Lead Advisors to ensure seamless workflow and operational efficiency.
• Provide feedback and suggestions for process improvements to enhance team productivity and client experience.

Operational Metrics & Accountability

• Maintain a high standard of accuracy and timeliness for all delegated tasks.
• Support Success Advisors in achieving client retention and satisfaction goals by ensuring consistent follow-through and attention to detail.
• Demonstrate disciplined task management and a results-oriented mindset in daily work.

• Prior experience in financial success, wealth management, client success, or operations preferred.
• Strong organizational skills and ability to manage multiple priorities simultaneously.
• Excellent verbal and written communication skills with clarity, professionalism, and transparency.
• Proficiency with CRM systems (Wealthbox, Redtail, Salesforce, or similar) preferred.
• Highly disciplined, accountable, results-oriented, and detail-focused.
• Alignment with core values:
  intentional, inspirational, disciplined, accountable, results-oriented, and transparent
  .
• Securities and insurance licenses preferred, depending on firm structure and responsibilities.

Compensation

$50,000

About Big Money Management

We are a fiduciary-first financial services firm built on clearly defined blueprints that drive consistency, accountability, and exceptional client outcomes. Our integrated approach brings together tax planning, investment advisory, insurance, and retirement solutions for high-net-worth individuals and families. Recognized on the Inc. 500 list of America’s Fastest-Growing Private Companies, our firm’s growth reflects a disciplined commitment to operational excellence, regulatory integrity, and a client experience rooted in clarity and trust.

Every role in the firm contributes to scalable, repeatable processes designed to protect clients, support advisors, and sustain long-term success.