Open jobs in the United States

Save this search

Added 20 mins ago
Associate Attorney
Find Great People
Greenville, SC
Added 20 mins ago
Legal Admin
Find Great People
Columbia, SC
Added 20 mins ago
Chief Executive Officer
Find Great People
Columbia, SC
Added 20 mins ago
Residential Property Manager
Find Great People
Spartanburg, SC
Added 20 mins ago
Inside Sales Representative
Find Great People
Greenville, SC
Added 20 mins ago
FG
Accounting (AP) Specialist
Find Great People
Columbia, SC
- $28 to $34 USD / hour
Added 20 mins ago
Human Resources Manager
Find Great People
Greenwood, SC
Added 20 mins ago
Onsite Property Manager
Find Great People
Anderson, SC
Added 20 mins ago
Bilingual Customer Service Representative
Find Great People
West Columbia, SC
Added 20 mins ago
FG
Legal Receptionist
Find Great People
Greenville, SC
- $16 USD / hour
Added 20 mins ago
FG
Logistics Coordinator
Find Great People
Fountain Inn, SC
- $21 to $24 USD / hour
Added 20 mins ago
FG
Logistics Administrator Temporary Support
Find Great People
Greenville, SC
- $19 USD / hour
Added 20 mins ago
County Manager
Find Great People
York, SC
Added 20 mins ago
FG
Bookkeeper
Find Great People
Greenville, SC
- $60,000 to $70,000 USD / year
Added 13 days ago
FG
Lead Gen Specialist
Find Great People
Greenville, SC
- $24 to $28 USD / hour
Added 13 days ago
Regional MES Manager, Americas
Find Great People
Greenville, SC
Added 13 days ago
FG
Customer Service Specialist – Virginia Beach
Find Great People
Virginia Beach, VA
- $17 to $22 USD / hour
Added 13 days ago
FG
Remote Sales Development Rep
Find Great People
Greenville, SC
- $24 to $28 USD / hour
Added 13 days ago
FG
Mortgage Production Administrative Assistant
Find Great People
Columbia, SC
- $20 to $22 USD / hour
Added 13 days ago
FG
Document Control Specialist – Manufacturing
Find Great People
West Columbia, SC
- $28 to $38 USD / hour
Added 13 days ago
MES Manager
Find Great People
Greenville, SC
Added 13 days ago
Business Development Manager
Find Great People
Greenville, SC
Added 13 days ago
FG
Part Time Accountant
Find Great People
Greenville, SC
- $35 to $42 USD / hour
- Part-time
Added 13 days ago
FG
Customer Service Specialist
Find Great People
Virginia Beach, VA
- $17 to $22 USD / hour
Added 13 days ago
Executive Administrative Assistant
Find Great People
Greenville, SC

Find Great People

Client Services Coordinator

Lexington, SC, United States

$18 to $23 USD / hour

Apply About employer

Applications open in a new tab.

Job details

Pay: $18 to $23 USD / hour
Experience: At least 2-3 years of administrative/scheduling experience in a professional office environment
Posting language: English
Posted: Oct 12, 2026

Original job description

We are seeking a professional, detail-oriented Receptionist/Client Services Coordinator to serve as the first point of contact for our client in Lexington, SC. This individual will play a key role in delivering an exceptional client experience while supporting the daily administrative operations of the firm. The ideal candidate is personable, highly organized, and committed to maintaining confidentiality when handling sensitive client information.

Responsibilities:

Greet clients and visitors in a friendly, professional manner.
Answer and direct incoming phone calls promptly and courteously.
Manage reception area and ensure a welcoming office environment.
Schedule client meetings and appointments for advisors.
Assist with client check-in and meeting preparation.
Maintain calendars for advisors and conference rooms.
Prepare meeting materials, reports, and client packets.
Scan, file, and organize documents in compliance with firm procedures.
Process incoming and outgoing mail and packages.
Order office supplies and maintain inventory.
Coordinate follow-up communications with clients regarding appointments, forms, and requested information.
Update and maintain client records within CRM and financial planning software.
Ensure documentation is accurate and complete prior to advisor review.
Support client onboarding and account maintenance processes.
Maintain strict confidentiality of client financial and personal information.
Follow established compliance, privacy, and security procedures.
Ensure records are maintained according to firm standards and regulatory requirements.

Required Skills:

At least 2-3 years of administrative/scheduling experience in a professional office environment
Previous experience in a wealth management environment a plus!

Benefits & Compensation:

Pay between $18 - $23/hr based on experience
Full-time schedule, Mon - Fri from 8:30 am - 5 pm.
FGP offers contract employees benefits including minimum essential coverage insurance, a fixed indemnity plan and a 401k retirement plan once eligibility requirements are met.

Apply About employer

More about this job

Skills

Confidentiality
Regulatory compliance
Manage inventory
Financial planning
Documentation
Scheduling

Report this job