Client Support Specialist Position Available In Greenville, South Carolina
Tallo's Job Summary: The Client Support Specialist role, based in Greenville, SC, offers 25 hours per week with 3 weeks PTO and flexibility around holidays. This position provides a predictable salary, mostly remote work environment, and opportunities for professional growth in a boutique financial firm. Ideal candidates have strong organizational skills, client service experience, and enjoy creating a smooth client experience with attention to detail.
Job Description
Location:
Hybrid – primarily remote, with occasional in-office collaboration in
Greenville, SC Expected Hours:
25 hours per week
Paid Time Off:
3 weeks PTO + flexibility around holidays
Benefits:
Predictable salary with generous time off Flexible, mostly remote work environment Supportive small team serving high-net-worth clients Opportunity for professional growth in a boutique financial firm
About Us :
We are a boutique financial planning firm dedicated to helping successful families build and protect lasting wealth. We pride ourselves on delivering highly personalized service, clear advice, and a supportive team environment. Our culture values professionalism, continuous improvement, and putting clients’ best interests first.
Education & Experience:
Strong organizational, communication, and technology skills Associate degree or equivalent experience preferred Prior client service, administrative, or operations experience preferred
Key Responsibilities:
Schedule and confirm client meetings Respond promptly to client service inquiries via email and phone Submit, track, and follow up on custodial paperwork and service items Maintain CRM (Customer Relationship Management) database accuracy and support workflow tracking Assist with light marketing and communication tasks Ensure an excellent client service experience with proactive communication and attention to detail
Ideal Candidate:
You are organized, dependable, and enjoy creating a smooth experience for others. You’re looking for steady part-time work with flexibility, and you take pride in handling important details in a professional environment
