Benefits:
401(k) matching
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Client Relationship Assistant In office Position*Greenville, SC | Full-Time * at The Wealth Training Academy
Position Overview
The Client Relationship Assistant plays a pivotal role in delivering a seamless, high-touch experience for both new and existing clients at The Wealth Training Academy, where world-class financial guidance is matched by world-class service. Serving as the essential link between clients, Advisors, and operations, this position requires exceptional communication, strong computer proficiency, outstanding organizational skills, and a proactive, detail-oriented, empathetic approach. Candidates must have a minimum of two years of experience in the securities industry and/or financial services operations, along with a demonstrated commitment to professionalism, precision, and building long-term client trust through every interaction.
Key Responsibilities
Client Interaction & Relationship Management • Serve as the primary point of contact for client inquiries via phone and in person. • Conduct proactive “touch calls” to maintain ongoing client engagement and satisfaction. • Deliver concierge-level service for “A” and “A+” clients, including gifts, cards, and random acts of kindness.
New & Existing Client Relationship Support • Facilitate relationships, on boarding for new clients, including processing forms and documentation. • Update and maintain client records in the CRM/database for accuracy and compliance. • Manage beneficiary changes, account transfers, contributions, and disbursements. • Create account review sheets, client meeting summaries, and meeting prep packets.
Operational & Administrative Duties • Coordinate and manage Advisors' calendars and meeting schedules. • Maintain The Client Relationship Log, reporting updates bi-weekly to Team Leader and Wealth Advisor. • Track daily payments and assets moving into the firm. • Serve as backup to the Front Desk Coordinator: mail sorting, phone calls, vendor coordination, and office supply management. • Maintain a clean, organized, and compliant office workspace and filing system.
Marketing & Event Support • Assist in seminar planning, follow-up calls, and appointment setting. • Help conduct client satisfaction surveys and analyze results for relationship improvements.
Skills & Qualifications
Required: • 2 plus years in the securities industry and financial services operations. • Proficiency in Microsoft Office (Word, Excel, Outlook). • Exceptional interpersonal and phone communication skills. • Strong organizational and time management skills. • Ability to multitask and meet tight deadlines with minimal supervision. • A team player with a client-first attitude and professional appearance.
Preferred: • Licensure: NASD Series 65 (or willingness to obtain) • Licensure: Insurance license for Life & Health
Compensation & Benefits
• Base Salary: $40,000 / Plus. Depending on experience • Incentives: Commission and bonus opportunities if licensed (insurance and securities) • Benefits: Medical Insurance, Vacation & Sick Pay, Matching 401(k)
To Apply
If you are passionate about creating exceptional client experiences, thrive in a fast-paced environment, and want to be part of a mission-driven team helping others secure their financial future, we’d love to hear from you! Please send your resume with salary requirements to info@wealthtrainingacademy.com