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United Community · 3 days ago

Client Services Associate II

Greenville, SC

Full-time

Onsite

New Grad, Entry Level

$34K/yr - $49K/yr

United Community is focused on financial advisory services and building strong client relationships. As a Client Services Associate II, you will support investment advisors in promoting Advisory Services, managing client engagement, and ensuring compliance.

Banking

Responsibilities

Collaborate and Grow: Partner with investment advisors to increase sales, maintain client support, and resolve service issues

Client Engagement: Manage all aspects of client service, from communication to issue resolution and back-office processing

Meeting Preparation: Assist in preparing for client and prospect meetings

Compliance: Ensure the office meets all regulatory compliance requirements

Marketing Initiatives: Coordinate and implement seminars, sales campaigns, and branch trainings

Account Management: Establish brokerage accounts and resolve account problems

Qualification

Series 7 licenseSeries 66 licenseSIE licenseBachelor's degreeIndustry knowledgeCustomer serviceDetail-orientedSelf-motivatedProblem-solvingCommunication

Required

Must hold the SIE, Series 7 and Series 66 OR obtain the SIE, Series 7, and Series 66 within 6 months of hire

Must be able to pass a criminal background & credit check

Detail-Oriented: Ability to manage multiple priorities accurately and efficiently

Self-Motivated: Works independently and takes initiative

Problem-Solving: Strong analytical skills to identify and resolve issues effectively

Industry Knowledge: Commitment to staying current with regulatory and industry changes

Communication: Exceptional verbal and written communication skills

Customer Service: Proven ability to deliver outstanding client service and build relationships

Preferred

Active Series 7 and Series 63/66 licenses preferred

Bachelor's degree preferred or equivalent work experience

Company

United Community

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.

Founded in 1950