<p>We are looking for a Client Services Rep to support client relationships and provide day-to-day administrative and service assistance in Greenville, South Carolina in a private wealth office. This position is ideal for someone who enjoys client interaction, stays organized in a fast-paced environment, and is interested in building a long-term career path within wealth and financial services. The role combines communication, scheduling, reporting support, and sales-oriented client service while offering exposure to financial planning operations.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for client questions, requests, and follow-up communications in a thorough and timely manner.</p><p>• Coordinate appointments, review meetings, and calendar logistics to ensure a smooth client experience.</p><p>• Prepare and organize financial reports, client documents, and supporting materials for advisor and client meetings.</p><p>• Assist with inside sales activities by identifying client needs, following up on opportunities, and supporting relationship development.</p><p>• Provide remote assistance to clients and internal team members by resolving routine service issues and guiding next steps.</p><p>• Maintain accurate records of client interactions, meeting details, and service requests within company systems.</p><p>• Support financial planning workflows by gathering information, tracking outstanding items, and helping move cases forward.</p><p>• Contribute to a career progression path that begins in client service and builds toward increased advisory responsibility over time.</p>
We are looking for a detail-oriented Sales Support specialist to join a manufacturing organization in Greenville, South Carolina. This contract-to-permanent opportunity is ideal for someone who enjoys supporting customers after the sale, coordinating orders, and helping ensure timely delivery of parts and solutions. The person in this role will work closely with customers and external partners to keep orders moving accurately and efficiently while maintaining a high level of service.<br><br>Responsibilities:<br>• Oversee post-sale order processing for customer accounts, confirming product availability and applying accurate pricing before release.<br>• Arrange shipments for replacement parts and service-related materials needed to address customer concerns, including urgent and time-sensitive requests.<br>• Partner with outside vendors and other third parties to help complete orders and maintain smooth fulfillment activities.<br>• Enter and update order details in company systems to ensure records remain current and accurate throughout the sales support process.<br>• Respond to inbound customer inquiries related to orders, parts, and delivery updates with courtesy and urgency.<br>• Provide outbound follow-up to customers and partners to confirm requirements, resolve issues, and keep commitments on track.