Financial Client Services Associate — Advisor Support
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-01-13
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking a Registered Client Service Associate to provide essential administrative support for financial advisors and their clients. This role requires effective communication skills to handle inquiries and assist in onboarding new clients. Responsibilities include managing client accounts, preparing reports, and using CRM software. The ideal candidate will have strong organizational skills, a high school diploma, and preferably experience in the securities industry.
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Position Requirements
10+ Years
work experience
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