Panning Wealth
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This role is ideal for someone who is naturally caring and client-oriented, while also taking ownership and responsibility seriously.
You will work directly with clients every day—by phone, email, and in person—handling important service requests, sensitive documents, and account-related tasks with care, accuracy, and professionalism.
You will not attend client meetings or provide financial advice. Instead, you will own the execution and follow-through of client service work so that clients are well supported and the advisory team is not pulled into day-to-day service issues.
Over time, this role is intended to grow into a Service Lead position, helping define service standards and eventually training and overseeing additional service staff as the firm grows.
About Panning Wealth Panning Wealth is a boutique financial planning firm focused primarily on business owners, while also serving a select group of professionals and executives.
Many of our clients are owner-led businesses navigating complex financial decisions alongside the demands of running a company and supporting their families. We take seriously the trust our clients place in us, approaching our work with a strong sense of stewardship, care, and responsibility—especially during seasons of change that affect both their business and personal lives.
We are a small, highly intentional team that values professionalism, clarity, and doing the right thing for clients. We pride ourselves on thoughtful advice, meticulous service, and a calm, supportive environment where high standards are the norm.
What You Will Do
Serve as a primary point of contact for client service requests via phone, email, and walk-ins
Process account withdrawals, distributions, and maintenance requests accurately and promptly
Prepare, pre-fill, collect, and notarize client documents
Own service requests end-to-end, ensuring issues are resolved completely and correctly
Maintain accurate records across CRM, custodial platforms, and planning systems as a natural result of service execution
Licensing This role requires certain FINRA and state licenses. Active licenses are preferred; otherwise, required licenses may be obtained through the firm within approximately six months of starting.
Compensation and Benefits
Base salary: $42,000–$50,000 (depending on experience)
Quarterly discretionary bonus based on individual and firm performance
10 days paid time off + 14 paid holidays
Health, dental, and vision insurance
Our Core Values Growth – We strive to improve every single day and welcome feedback
Ambition – We take ownership and push for better outcomes
Teamwork – We protect each other’s time and work well together
Excellence – Details matter, and quality is never optional
Compassion – We care deeply about the people we serve and take their trust seriously
These values aren’t slogans for us—they show up in how we communicate with clients, how we handle details, and how we treat each other day to day. If you want a role where professionalism, care, and high standards are the norm, you’ll thrive here.
You Are Not A Fit If
You prefer loosely defined roles without clear expectations
You dislike detailed or process-oriented work
You are seeking a path into financial advising or sales
You are uncomfortable owning work independently
Our Process After an initial interview, candidates will complete a brief, paid skill exercise to demonstrate professionalism, attention to detail, and ability to communicate effectively.
How to Apply Please email a brief note (2–3 short paragraphs) explaining why this role and our firm are a strong fit to
team@panningwealth.com . Applications without a note may not be reviewed.
Additional Info Referrals increase your chances of interviewing at Panning Wealth by 2x
Get notified about new Client Services Representative jobs in Greenville, SC.
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Get AI-powered advice on this job and more exclusive features.
This role is ideal for someone who is naturally caring and client-oriented, while also taking ownership and responsibility seriously.
You will work directly with clients every day—by phone, email, and in person—handling important service requests, sensitive documents, and account-related tasks with care, accuracy, and professionalism.
You will not attend client meetings or provide financial advice. Instead, you will own the execution and follow-through of client service work so that clients are well supported and the advisory team is not pulled into day-to-day service issues.
Over time, this role is intended to grow into a Service Lead position, helping define service standards and eventually training and overseeing additional service staff as the firm grows.
About Panning Wealth Panning Wealth is a boutique financial planning firm focused primarily on business owners, while also serving a select group of professionals and executives.
Many of our clients are owner-led businesses navigating complex financial decisions alongside the demands of running a company and supporting their families. We take seriously the trust our clients place in us, approaching our work with a strong sense of stewardship, care, and responsibility—especially during seasons of change that affect both their business and personal lives.
We are a small, highly intentional team that values professionalism, clarity, and doing the right thing for clients. We pride ourselves on thoughtful advice, meticulous service, and a calm, supportive environment where high standards are the norm.
What You Will Do
Serve as a primary point of contact for client service requests via phone, email, and walk-ins
Process account withdrawals, distributions, and maintenance requests accurately and promptly
Prepare, pre-fill, collect, and notarize client documents
Own service requests end-to-end, ensuring issues are resolved completely and correctly
Maintain accurate records across CRM, custodial platforms, and planning systems as a natural result of service execution
Licensing This role requires certain FINRA and state licenses. Active licenses are preferred; otherwise, required licenses may be obtained through the firm within approximately six months of starting.
Compensation and Benefits
Base salary: $42,000–$50,000 (depending on experience)
Quarterly discretionary bonus based on individual and firm performance
10 days paid time off + 14 paid holidays
Health, dental, and vision insurance
Our Core Values Growth – We strive to improve every single day and welcome feedback
Ambition – We take ownership and push for better outcomes
Teamwork – We protect each other’s time and work well together
Excellence – Details matter, and quality is never optional
Compassion – We care deeply about the people we serve and take their trust seriously
These values aren’t slogans for us—they show up in how we communicate with clients, how we handle details, and how we treat each other day to day. If you want a role where professionalism, care, and high standards are the norm, you’ll thrive here.
You Are Not A Fit If
You prefer loosely defined roles without clear expectations
You dislike detailed or process-oriented work
You are seeking a path into financial advising or sales
You are uncomfortable owning work independently
Our Process After an initial interview, candidates will complete a brief, paid skill exercise to demonstrate professionalism, attention to detail, and ability to communicate effectively.
How to Apply Please email a brief note (2–3 short paragraphs) explaining why this role and our firm are a strong fit to
team@panningwealth.com . Applications without a note may not be reviewed.
Additional Info Referrals increase your chances of interviewing at Panning Wealth by 2x
Get notified about new Client Services Representative jobs in Greenville, SC.
#J-18808-Ljbffr