Financial Advisor Support Specialist I - Greenville, SC
Core
Administrative and service support for Financial Advisors serving mass affluent clients, handling onboarding, transactions, and account maintenance.
Role type
Administrative Support Specialist (Wealth Management)
Builds
Client onboarding experiences, accurate account administration, and operational support for the Wealth team.
Domain
Financial Services / Wealth Management
Required skills
Client onboarding, financial transaction processing, regulatory compliance (AML/CIP), database management, report generation, client relationship support, MS Office proficiency, data accuracy.
Preferred skills
Associate or Bachelor's degree, financial industry experience, investment knowledge, technological process improvement.
Responsibilities
Ensure complete client onboarding including discovery and profiling; handle fund collection, reinvestment, and disbursement; maintain databases and generate reports; support Financial Advisors with administrative tasks; ensure compliance with federal/state regulations and AML policies; resolve client issues and refer to internal partners.
Seniority
Individual Contributor, entry-level to mid-level support role.