8 client services administrator jobs at 6 companies in Easley, SC
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ROI Client Services Specialist
Greenville, South Carolina, United States
$18-$22/hrOnsiteFull Time
MRO: Provides clinical data exchange and medical record management services.
0.5+ YOEHigh school diploma or equivalent, ~6 months customer service/ROI or related experience preferred, EMR proficiency, HIPAA/HITECH knowledge, accurate data entry, strong verbal communication and problem-solving skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, use MoneyGuide, Salesforce, and Microsoft Office.
Registered Client Service Associate-Greenville, SC
Greenville, South Carolina, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
6+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, onboard and maintain client accounts, process transfers, prepare reports; SIE and securities licenses required.
Client Relationship Management (CRM), Microsoft Excel
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
8+ YOE8+ MgmtRequires 8+ years of leadership experience in PEO or professional services, P&L ownership, client retention, and knowledge of HR, payroll, benefits administration, employment compliance, KPIs, SOPs, and system-driven operations.