1 platform support specialist job at 1 company in Pendleton, SC
1mo
Save
Mark Applied
Hide
Private Client Specialist I - Greenville, SC
Greenville, South Carolina, United States
$26-$39/hr OnsiteFull Time
3+ YOESupports relationship managers with client onboarding, account administration, and basic financial planning. Requires Series 7 and 63/65/66 registrations, experience with client platforms, strong admin and communication skills, and compliance with regulatory background checks.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Contact Management databases, financial planning software