Client Service Associate (Licensed) jobs in United States
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JEHM Wealth & Retirement · 1 day ago

Client Service Associate (Licensed)

positionGreenville, SC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

JEHM Wealth & Retirement is a boutique financial services firm focused on helping clients with their retirement planning. The Client Service Associate will provide service-oriented support to clients, participate in client meetings, and assist with ongoing service needs and plan execution.

Financial ServicesInsuranceRetirement

Responsibilities

Participate in and eventually lead client progress reviews (While full leadership of client meetings and progress reviews will develop over time, candidates should already be comfortable participating in client meetings and engaging in live advisory conversations.)
Serve as a knowledgeable, trusted point of contact for assigned clients
Support ongoing service needs, follow-ups, and plan execution
Assist with applications, account transfers, and money movement tracking
Coordinate closely with the Client Service Director to ensure timely follow-through
Maintain accurate CRM notes, workflows, and documentation
Identify planning or investment opportunities within existing client relationships
Support referral growth through strong client service and relationships

Qualification

Active insurance licenseSeries 65Financial services experienceOrganizational skillsCommunication skillsClient advisory experienceTeam-oriented mindsetAttention to detail

Required

Active insurance license and Series 65 (required)
Minimum of 2 years of financial services industry experience (required)
Prior experience working directly with clients in an advisory, service, or support role
Strong organizational skills and attention to detail
Clear, professional written and verbal communication
Comfortable following established processes and workflows
Team-first, service-oriented mindset

Preferred

Experience with Medicare Supplements and Medicare Advantage plans is a strong plus, though not required

Benefits

PTO
Paid holidays
401(k) with match
Health insurance
Professional development support

Company

JEHM Wealth & Retirement

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JEHM Wealth & Retirement is a financial firm that provides investment, insuarnce, tax management, and retirement planning services.
dateFounded in 2012
location
Simpsonville, South Carolina, USA
people-size2-10 employees
web-link
https://jehmwealth.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jennifer Lahaie, RICP®
Owner & Founder
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Company data provided by crunchbase