Top 190 Client service associate, retirement & private wealth Jobs in Seneca, Sc

Client Service Associate, Retirement & Private Wealth
HUB International —Seneca, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Delivery Medical Associate (Med Delivery)
Your Health Organization —Anderson, SC
- $45,000 - $53,000 a year
- Full-time
- Clean driving record
- Residential
- Travel
- Health savings account
- 401(k)
Quick Apply
11d
Real Estate Agent
HPRE —South Carolina
- $50,000 - $175,000 a year
- Part-time
- Remote
- Sales
- Customer service
- Residential
- Work from home
- Professional development assistance
Quick Apply
Sales Representative Drilling Equipment & Accessories - Southeast Region
PPE —South Carolina
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Disability insurance
- Health insurance
Quick Apply
Branch Office Administrator
Edward Jones —Seneca, SC
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
11d
Branch Office Administrator
Edward Jones —Westminster, SC
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
14d
Tax Manager
My CPA Coach —South Carolina
- $90,000 - $150,000 a year
- Full-time
- Remote
- CPA
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Store Associate
SHOE SHOW —Seneca, SC
- Merchandising
- Entry level
- Employee discount
Quick Apply
Real Estate Agent - New or Existing
Howard Hanna Allen Tate Real Estate —Seneca, SC
- $50,000 - $500,000 a year
- Choose your own hours
- Hybrid work
- 18 years or older
- Sales
- No experience needed
- Professional development assistance
- Flexible schedule
Sales Associate Part -Time
Reformation —Avalon, GA
- $16 - $25 an hour
- Part-time
- Inventory control
- Merchandising
- Organizational skills
- Commuter assistance
- Health insurance
Quick Apply
Retail Sales Representative
SAS Retail Services —Anderson, SC
- $18 - $20 an hour
- Full-time
- 18 years or older
- No experience needed
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
12d
Registered Nurse (RN)-Hospice Homecare, Part Time, Variable
Prisma Health —Seneca, SC
- Part-time
- Nursing
- RN License
- Mid-level
Community Association General Manager
FirstService Residential —Sunset, SC
- $135,000 - $145,000 a year
- Extended hours
- Hospitality
- Office
- Residential
- Paid holidays
- Health insurance
Quick Apply
Office Assistant
ACCESSIBLE HOMECARE SOLUTIONS LLC —Hartwell, GA
- $15 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Employee discount
Quick Apply
Retail Sales & Merchandising Representative
CRO-US —Seneca, SC
- $17 an hour
- Part-time
- 18 years or older
- Customer service
- Merchandising
- Paid training
- Mileage reimbursement
Quick Apply
Registered Nurse (RN)-Hospice Homecare, Part Time, Every Other Weekend
Prisma Health —Seneca, SC
- Part-time
- Nursing
- RN License
- Mid-level
Part-Time Store Cleaning & Operations Associate
KOHLS —Anderson, SC
- From $14.10 an hour
- Part-time
- 18 years or older
- Writing skills
- Computer skills
Hospice Registered Nurse RN
Three Oaks Hospice —Richland, SC
- Full-time
- Mid-level
- Residential
- Organizational skills
Quick Apply
Commercial Lines Associate Client Representative
World Insurance Associates LLC —Anderson, SC
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
9d
Customer Service Agents
Leader Communications Inc —Clemson, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply

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client service associate, retirement & private wealth jobs near seneca, sc

Client Service Associate, Retirement & Private Wealth

HUB International -
Seneca, SC

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Job Details

Full-time

Benefits

Wellness program
Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook

Full Job Description

About HUB International:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Growth potential - HUB is constantly growing and so can your career!
Strong community support and involvement through HUB Gives

General Description:

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm’s value proposition.

Essential Duties & Responsibilities:

Acts as a liaison between clients and investment advisors.

Oversees scheduling of clients for account reviews, in person or remotely.

Prepares, submits, and follows up on new client paperwork.

Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.

Maintains client records across various databases.

Monitors and responds to client and vendor emails and phone calls.

Assists investment advisors in preparation of materials for prospects and clients.

Prepares client communication materials in collaboration with advisors.

Maintains meeting documentation, notes, and internal follow-up items as directed.

Contributes positively to a collaborative, respectful, and client-focused workplace environment.

Participates in team meetings and supports shared goals and initiatives.

Embraces, promotes, and supports the direction, values, and goals of HUB.

Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.

Monitors office supplies and kitchen inventory and is responsible for replenishment.

Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.

Must be able to maintain regular and predictable attendance.

Other reasonable duties as assigned by your supervisor.

Work Experience & Education Requirements:

Prior experience in a customer support role at a financial institution preferred.

Excellent written and verbal communication skills.

Superior customer service and problem-solving skills.

Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).

Detail-oriented self-starter.

Ability to work in a team environment.

Significant skill in handling competing demands and projects.

Excellent organizational skills and ability to prioritize and manage responsibility.

Must be thorough, detail-oriented, and capable of working with confidential information.

Ability to function independently with minimal supervision.

Some College (no degree)
No Licensures or certifications required

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: Some college (no degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Apply Now

Refine Your Search

client service associate, retirement & private wealth jobs in seneca, sc

Client Service Associate, Retirement & Private Wealth

Delivery Medical Associate (Med Delivery)

Real Estate Agent

Sales Representative Drilling Equipment & Accessories - Southeast Region

Branch Office Administrator

Branch Office Administrator

Tax Manager

Store Associate

Real Estate Agent - New or Existing

Sales Associate Part -Time

Retail Sales Representative

Registered Nurse (RN)-Hospice Homecare, Part Time, Variable

Community Association General Manager

Office Assistant

Retail Sales & Merchandising Representative

Registered Nurse (RN)-Hospice Homecare, Part Time, Every Other Weekend

Part-Time Store Cleaning & Operations Associate

Hospice Registered Nurse RN

Commercial Lines Associate Client Representative

Customer Service Agents

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