Top 779 Office representative Jobs in Piedmont 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
Call Center Sales Representative
SPECTRUM —Simpsonville, SC
- $18.00 - $21.50 an hour
- Writing skills
- Mid-level
- Residential
- Opportunities for advancement
4d
Customer Service Representative
LifeMD —Greenville, SC
- $22.50 an hour
- Full-time
- Hybrid work
- Computer literacy
- Computer skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Patient Service Representative. (Simpsonville)
Prisma Health Urgent Care by Wellstreet —Simpsonville, SC
- 12 hour shift
- Urgent Care
- HIPAA
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
4d
Patient Services Representative
Eye Health America LLC —Greenville, SC
- Overtime
- High school diploma or GED
- Driver's License
- Entry level
- Wellness program
- Paid holidays
Quick Apply
Collection Representative (Remote-SC Residents)
Alliance Collection Agencies Inc. —Greenville, SC
- From $20 an hour
- Full-time
- Remote
- Basic math
- High school diploma or GED
- Criminal background check
- Paid training
- Disability insurance
Patient Scheduler, FT, Days
Prisma Health —Greenville, SC
- Full-time
- Hospital
- Medical office experience
- Mid-level
- Health insurance
Guest Services Representative Fairfield Inn & Suites Piedmont,SC
Hotel Equities —Piedmont, SC
- $14.00 - $14.50 an hour
- Weekends as needed
- Inventory control
- Sales
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Patient Service Representative. (Simpsonville-Scuffletown)
Prisma Health Urgent Care by Wellstreet —Simpsonville, SC
- 12 hour shift
- Urgent Care
- HIPAA
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
4d
Patient Services Representative F/T Day
Prisma Health —Greenville, SC
- Full-time
- Hospital
- Internal Medicine
- No experience needed
2d
Technical Support - AI Chat and Email - Onsite Greenville, SC
Transcom —Greenville, SC
- From $20 an hour
- Overtime
- 18 years or older
- English
- Research
- Health insurance
- Dental insurance
Patient Service Representative. (Greer)
Prisma Health Urgent Care by Wellstreet —Greer, SC
- 12 hour shift
- Urgent Care
- HIPAA
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
4d
RN- Nurse Aide Evaluator - Greenville, SC
Credentia Nurse Aide LLC —Greenville, SC
- Part-time
- RN License
- Computer literacy
- Office
Patient Service Representative. (Verdae)
Prisma Health Urgent Care by Wellstreet —Greenville, SC
- 12 hour shift
- Urgent Care
- HIPAA
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
4d
Patient Service Representative (PSR) - Upstate Cardiology
Bon Secours —Greenville, SC
- High school diploma or GED
- Children
- Computer skills
- Health savings account
- Disability insurance
Patient Services Representative - Physician Office - Neurology, Downtown - PRN
Bon Secours —Greenville, SC
- PRN
- High school diploma or GED
- Children
- Neurology
- Health savings account
- Disability insurance
Senior Administrative Assistant
Fluor Federal Services —Greenville, SC
- $42,000 - $70,000 a year
- 5 years
- Word processing
- Mid-level
- AD&D insurance
- Disability insurance
3d
Teller
FIRST COMMUNITY BANK (SC) —Piedmont, SC
- Full-time
- Computer literacy
- Basic math
- High school diploma or GED
Quick Apply
4d
Student Success and Advocacy Coordinator
Furman University —Greenville, SC
- Weekends as needed
- Nursing
- HIPAA
- Mid-level
Patient Services Representative, FT, Days
Prisma Health —Greenville, SC
- Full-time
- No experience needed
- High school diploma or GED
- Clinic

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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

office representative jobs in piedmont sc

Client Service Representative

Call Center Sales Representative

Customer Service Representative

Patient Service Representative. (Simpsonville)

Patient Services Representative

Collection Representative (Remote-SC Residents)

Patient Scheduler, FT, Days

Guest Services Representative Fairfield Inn & Suites Piedmont,SC

Patient Service Representative. (Simpsonville-Scuffletown)

Patient Services Representative F/T Day

Technical Support - AI Chat and Email - Onsite Greenville, SC

Patient Service Representative. (Greer)

RN- Nurse Aide Evaluator - Greenville, SC

Patient Service Representative. (Verdae)

Patient Service Representative (PSR) - Upstate Cardiology

Patient Services Representative - Physician Office - Neurology, Downtown - PRN

Senior Administrative Assistant

Teller

Student Success and Advocacy Coordinator

Patient Services Representative, FT, Days

I want to receive the latest job alert for office representative in piedmont sc

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