Client Service Advisor - Greenville, SC,
23 hours ago
Job description
Client Service Advisor
Location: Greenville, South Carolina
Company: JEHM Wealth & Retirement
About Us
JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area. We take pride in helping our client families piece together their retirement puzzle with clarity, confidence, and care.
Our team-based model ensures clients receive consistent, thoughtful service without relying on a single individual advisor. We value long-term relationships, clear processes, and doing things the right way — for our clients and our team.
About the Role
We're hiring a Client Service Advisor for a long-term, service-focused advisory role that will transition into leading client progress reviews over time.
This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, and prefers a collaborative, service-oriented role rather than being a primary sales advisor. While this is not a cold-prospecting or rainmaker position, it does carry responsibility and accountability as the role grows.
This position is ideal for an experienced, licensed professional who:
- Understands the financial services industry
- Enjoys working closely with existing clients
- Prefers a collaborative, service-oriented role
- Is comfortable participating in client meetings
- Does not aspire to be a lead or primary sales advisor
What You'll Do
- 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
Who This Role Is For
This role is a great fit for someone who:
- Enjoys working with clients without heavy sales pressure
- Takes pride in accuracy, consistency, and follow-through
- Prefers collaboration over competition
- Likes being the steady, dependable professional others rely on
- Wants a long-term advisory career focused on service and relationships
Requirements (Please Read Carefully)
- Active insurance license or Series 65 (preferred). Firm will provide sponsorship for licenses.
- 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
Why You'll Love Working Here
- Clear expectations: No ambiguity about your role or success metrics
- Team-based culture: Shared responsibility, shared success
- Client continuity: Long-term relationships without prospecting stress
- Boutique environment: Your work is visible, valued, and appreciated
- Professional respect: This is a meaningful, respected advisory role
Compensation & Details
- Compensation: Competitive base salary with a bonus structure, both determined by experience.
- Licensing: Firm will sponsor licenses
- Hours: Full-time, Monday–Friday
- Benefits: PTO, paid holidays, 401(k) with match, health insurance, and professional development support
Final Note
This role is designed for someone who wants to remain in a service-focused advisory position long-term, while contributing to client growth through thoughtful planning conversations and excellent service.
If you value relationships, teamwork, and doing things the right way — we'd love to talk.
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services
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