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Find Great People | FGP · 1 day ago

Client Services Associate

Columbia, South Carolina Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $65K/yr

0+ years exp

Find Great People (FGP) is a client account management firm seeking a Client Services Associate to provide essential support for outstanding client service and efficient operational workflows. The role involves client onboarding, reporting, and transaction support, with opportunities for future growth.

ConsultingHuman ResourcesInformation Technology

Growth Opportunities

Hiring Manager

Courtney Wilson

Responsibilities

Respond promptly, professionally, and courteously to all client inquiries and correspondence, maintaining high service standards

Prepare detailed client reports, summaries, and presentation materials with accuracy and clarity

Collaborate closely with your assigned client account managers to develop engaging meeting materials, prepare for client discussions, and follow up on action items afterward

Support the onboarding process for new clients, gaining experience and familiarity with key client meetings during your first year

Foster strong, collaborative relationships with custodial operations teams to facilitate accurate execution of transactions such as deposits, withdrawals, and cashiering

Maintain and update client information to ensure data integrity, confidentiality, and compliance with regulatory standards

Coordinate and schedule client meetings, ensuring smooth logistics and communication

Assist in general administrative tasks that support team efficiency and client satisfaction

Acquire proficiency in our firm's technology platforms, tools, and software systems within your first year to optimize workflows and enhance service delivery

Use technological tools to streamline processes and improve overall client experience

Qualification

Client onboardingClient reportingData managementFinancial services experienceTechnology proficiencyOrganizational skillsEffective communicationTeam-orientedEmotional intelligenceAdaptability