Top 847 Operations representative Jobs in Greenville, Sc

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
Admin Customer Care Representative
Ahold Delhaize USA —Mauldin, SC
- $19.00 - $32.77 an hour
- Full-time
- Remote
- Writing skills
- Merchandising
- High school diploma or GED
13d
EO, Client Operations Representative
Ovation Healthcare —Welcome, SC
- 8 hour shift
- Remote
- Computer literacy
- Writing skills
- HIPAA
1d
Patient Services Representative, FT, Days
Prisma Health —Greenville, SC
- Full-time
- No experience needed
- High school diploma or GED
- Clinic
Patient Services Representative F/T Day Greer OB/GYN
Prisma Health —Greer, SC
- Full-time
- No experience needed
- High school diploma or GED
- Clinic
Patient Services Representative F/T Day
Prisma Health —Greenville, SC
- Full-time
- Surgery
- Hospital
- No experience needed
Patient Services Representative F/T Day - Pelham Family Medicine
Prisma Health —Greenville, SC
- Full-time
- No experience needed
- High school diploma or GED
- Clinic
8d
Patient Services Representative-Fertility Ctr MMOB, F/T Day
Prisma Health —Greenville, SC
- Full-time
- Hospital
- No experience needed
- Office
3h
Customer Service Representative I
AMERICAN SYSTEMS —Greenville, SC
- $18 - $19 an hour
- Full-time
- Remote
- English
- 1 year
- Communication skills
- Retirement plan
2d
Materials Manager (ASC)
Novant Health —Greenville, SC
- Microsoft Excel
- Microsoft Outlook
- Research
Medical Sales Representative
American Health Imaging —Greenville, SC
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Administrative Assistant
Furman University —Greenville, SC
- Full-time
- Word processing
- Office
- High school diploma or GED
Epic Ambulatory Analyst, FT, Days, - Remote
Prisma Health —Greenville, SC
- Full-time
- Remote
- Computer science
- Computer Science
- Mid-level
Outside Sales Representative - Greenville, SC
The Erosion Company —Greenville, SC
- From $100,000 a year
- Full-time
- Construction site
- Mid-level
- Residential
Quick Apply
6d
Licensed Insurance Customer Service Representative (Part-Time / Full-Time Opportunity)
Priority Insurance, LLC —Greenville, SC
- $12.50 - $20.00 an hour
- Part-time
- Hybrid work
- Background check
- Spanish
- English
- Paid time off
- Work from home
Quick Apply
2d
Sales Representative
DEX Imaging —Greenville, SC
- Full-time
- Mid-level
- Office
- Ability to lift 50 pounds
- Opportunities for advancement
Quick Apply
Outside Sales Representative – Residential & Small Business Security
EMC Security —Greenville, SC
- Weekends as needed
- Mid-level
- Office
- Residential
- Travel reimbursement
- Health savings account
Quick Apply
Northeast Sales Specialist - Marine
Distribution International —Greenville, SC
- $30,000 - $250,000 a year
- Full-time
- 18 years or older
- Customer service
- Mid-level
- Wellness program
- Health savings account
Quick Apply
West Coast Sales Specialist - Marine
Distribution International —Greenville, SC
- $30,000 - $250,000 a year
- Full-time
- 18 years or older
- Customer service
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Sales and Operations Management Trainee
Penske Truck Leasing —Greer, SC
- Marketing
- Inventory management
- DOT physical examination
- Employee discount
- Opportunities for advancement
6d

I want to receive the latest job alert for operations representative in greenville, sc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

operations representative jobs near greenville, sc

Medical Sales Representative jobs in Greenville, SC

Sales Specialist jobs in Greenville, SC

Customer Service Representative jobs in Greenville, SC

Sales Representative jobs in Greenville, SC

Outside Sales Representative jobs in Greenville, SC

Patient Services Representative jobs in Greenville, SC

Administrative Assistant jobs in Greenville, SC

Materials Manager jobs in Greenville, SC

Work From Home Technical Support jobs in South Carolina

Part Time It Technical Support jobs in Boston, MA

Medical Sales Representative jobs in Seattle, WA

Customer Support Representative jobs in Wilmington, NC

Customer Support Representative jobs in Dalton, GA

Customer Support Representative jobs in Meridian, ID

Customer Service jobs in Columbia, SC

Clinical Informatics jobs in Washington, DC

Epic Clinical Analyst jobs in Baltimore, MD

Data Analyst jobs in Philadelphia, PA

Epic Clinical Analyst jobs in Honolulu, HI

Epic Clinical Analyst jobs in Jacksonville, FL

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

operations representative jobs in greenville, sc

Client Service Representative

Admin Customer Care Representative

EO, Client Operations Representative

Patient Services Representative, FT, Days

Patient Services Representative F/T Day Greer OB/GYN

Patient Services Representative F/T Day

Patient Services Representative F/T Day - Pelham Family Medicine

Patient Services Representative-Fertility Ctr MMOB, F/T Day

Customer Service Representative I

Materials Manager (ASC)

Medical Sales Representative

Administrative Assistant

Epic Ambulatory Analyst, FT, Days, - Remote

Outside Sales Representative - Greenville, SC

Licensed Insurance Customer Service Representative (Part-Time / Full-Time Opportunity)

Sales Representative

Outside Sales Representative – Residential & Small Business Security

Northeast Sales Specialist - Marine

West Coast Sales Specialist - Marine

Sales and Operations Management Trainee

I want to receive the latest job alert for operations representative in greenville, sc

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected