Top 30 Bca Jobs | SimplyHired

Client Service Representative
BCA Private Wealth, Inc. —Greenville, SC
- $57,000 - $68,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Remote Account Representative
BCA Financial Services —Knoxville, TN
- $17 an hour
- Full-time
- Remote
- 1 year
- Medical terminology
- Communication skills
- Paid holidays
- Health insurance
13d
Purchasing Coordinator / Administrative Assistant
Business Computer Associates, Inc. (BCA, Inc.) —Doral, FL
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Grants & Community Engagement Specialist
BCA Architects & Engineers —Syracuse, NY
- $70,000 - $95,000 a year
- Full-time
- 5 years
- Business development experience
- Bachelor's degree
Quick Apply
Mental Health Therapist
Bridge Counseling Associates (BCA) —Las Vegas, NV
- $54,000 - $65,000 a year
- Full-time
- LMFT
- Psychiatry
- Addiction Medicine
- Paid holidays
- Loan repayment program
Quick Apply
CDL Class A 2 years experience required
B.C.A. Express Co —Genoa, OH
- $25 - $30 an hour
- Full-time
- Hazmat Endorsement
- Local
- Dry van
- Paid training
- Health savings account
Quick Apply
Welder/Fitter
BCA Industries —Milwaukee, WI
- Up to $28 an hour
- 8 hour shift
- English
- Mid-level
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Certified Public Accountant
BCA WATSON RICE LLP —Miramar, FL
- Full-time
- CPA
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Experienced INSIDE SALES Associate
Business Computer Associates, Inc. (BCA, Inc.) —Doral, FL
- Full-time
- Mid-level
- Typing
- Communication skills
Quick Apply
FEDEX Delivery Driver
BCA LOGISTICS INC —New Castle, PA
- $160 a day
- 8 hour shift
- Ability to walk for extended periods
- Pass drug screening
- Ability to climb stairs
- Health insurance
- Dental insurance
Quick Apply
Licensed Electrician
BCA Electric LLC —Bryan, TX
- Full-time
- Construction site
- Mid-level
- Residential
Quick Apply

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Client Service Representative

BCA Private Wealth, Inc.
Greenville, SC

Quick Apply

Job Details

Permanent | Full-time
$57,000 - $68,000 a year

Benefits

401(k)
Paid time off
Opportunities for advancement

Qualifications

Teamwork
Microsoft Excel
Microsoft Outlook
Bachelor's degree
Attention to detail
Time management

Full Job Description

Financial Planning Firm is seeking a Client Service Representative to support our advisors, paraplanners, and clients with exceptional care and attention to detail.

The ideal candidate will be organized, proactive, and comfortable managing multiple responsibilities in a fast-paced, client-centered environment. This role is critical in ensuring smooth operations, accurate processing, and consistently excellent client experience.

Key Responsibilities

Serve as the first point of contact for clients—support/service calls, address questions, and ensure every client receives prompt, professional assistance.
Lead and coordinate ongoing client requests, such as address changes, banking updates, beneficiary revisions, and other account maintenance needs—ensuring every update is processed accurately, documented properly, and confirmed to completion.
Take ownership of client paperwork and transactions, including preparing, submitting, and tracking applications, transfers, distributions, contributions, RMDs, and QCDs from start to finish.
Collaborate closely with the team to prepare meeting folders, financial materials, and ensure seamless client meetings.
Maintain client records and activity in the firm’s CRM system, keeping the team informed of household updates and next steps.
Monitor and manage client account activity, including new contributions, withdrawals, or changes by preparing and tracking all related paperwork from start to finish, ensuring each step is processed accurately and on time.
Identify and recommend process improvements to enhance client satisfaction and team efficiency.
Uphold confidentiality and accuracy in all client communications and documentation.
Contribute to a positive, team-oriented environment with a strong commitment to client care.

Skills & Qualifications

Strong client communication and interpersonal skills—comfortable engaging with clients both in person and over the phone.
Excellent organizational, multitasking, and time-management abilities.
Professionalism and composure when handling sensitive or confidential information.
Ability to prioritize tasks and adapt quickly in a fast-paced environment.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Experience with CRM and portfolio management systems (Redtail, Orion, or similar preferred).
Demonstrated attention to detail and accuracy in all documentation.
Proven ability to work both independently and collaboratively within a team.
Prior financial services, banking, or wealth management experience preferred.

If you’re a client-focused professional who enjoys helping others, thrives in a collaborative environment, and takes pride in getting the details right, we’d love to hear from you.

Certificates & Licenses

SC Insurance License preferred (or willingness to obtain)
Additional professional development and continuing education are encouraged. Opportunities for advancement within the firm are available for those who demonstrate initiative and growth.

Work Environment & Benefits

Professional office environment with a collaborative, client-focused culture.
The noise level in the work environment is typically moderate.
Benefits include: Paid Time Off (PTO), 401(k) retirement plan, and additional firm-specific perks.
Equal Opportunity Employer.

Job Types: Full-time, Permanent

Pay: $57,000.00 - $68,000.00 per year

Education:

Bachelor's (Preferred)

Experience:

Wealth Management: 1 year (Required)

License/Certification:

SC Insurance Producer License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Bca jobs

Client Service Representative

Remote Account Representative

Purchasing Coordinator / Administrative Assistant

Grants & Community Engagement Specialist

Mental Health Therapist

CDL Class A 2 years experience required

Welder/Fitter

Certified Public Accountant

Experienced INSIDE SALES Associate

FEDEX Delivery Driver

Licensed Electrician

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