Join Our Team

What We’re Looking For

Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Administrator/Officer Manager for its Greenville Office location. The proper candidate will provide the right balance of Adviser, client, sales and technical support and overall office management. This position is a critical component of the overall desired client experience for Greenwood Capital and GCA Wealth.

What You Can Expect

• Advisor Support-collaborate with the Adviser team to provide a quality client experience by supporting the Adviser in exceeding client servicing and new business development goals. 
• Office Support-performs routine office duties to ensure a friendly and functioning work environment.
• Client Servicing-as the potential first line client contact, the Private Client Administrator is responsible for the day-to-day response to client needs and requests. To ensure timely and accurate support, manages and coordinates all client account documentation, maintenance and support.
• New Accounts-coordinate a quality client experience in on-boarding a new client relationship and/or additional client accounts with the Firm.
• Event Planning Assistance-Assist with Greenville area events and assist with other Greenwood Capital events as needed.
• Firm Operations-work in concert with the GCA Operations team to ensure accurate establishment and maintenance of client accounts; and support Firm initiatives.
• Compliance-be knowledgeable of industry regulations and Firm compliance, assisting the Adviser in maintaining and providing compliant interactions in delivery of Wealth Management services.
• Other projects as assigned.

Skills & Education Requirements

• Associate or bachelor’s Degree from an accredited College/University OR comparable work experience
• 2-5 years verifiable work experience role, with at least 2 of those in a client support role.
• Demonstrates professionalism in the workplace appropriate to the position and company to include dress, verbal/oral communication and etiquette. Knowledge and consistent application of business communication standards.
• Proven ability to easily learn industry concepts and terminology, computer software; above average Excel and Word skills desired.
• Prior work experience with a broker or other financial services team.
• Prior work experience in a dynamic team environment with direct experience supporting a sales/marketing team

Greenwood Capital offers a competitive salary, an exceptional qualified retirement plan, paid time off plan, and a full range of insurance benefits including health, dental, and vision.

If you believe you have the skills and qualifications to be an integral part of our firm, consider a career with Greenwood Capital, where our personal approach to a global investment perspective has been the key to our success. This is the place where you can truly expand your career potential with an organization that embraces growth, associate engagement, and an associate-friendly environment. This is a full-time position in a smoke and drug-free workplace. Compensation is commensurate with experience, education, and level of expertise.

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