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Financial Analyst

None • Greenville, SC, US • published 2026-11-03 09:17:09.146826

Description

The Financial Analyst and Client Service Associate is the service and operational backbone of Big Money Retirement’s client experience — the first voice a client hears when they call, the team member who turns advisor recommendations into funded accounts, and the person who keeps every financial transaction moving accurately from initiation through confirmed completion. This is a combination role that draws from three core disciplines of the Client Success department: client communication and service resolution, account onboarding and paperwork processing, and asset movement and transaction operations. Rather than specializing in one area, this associate operates across all three, bringing a broad, integrated capability that allows the Firm to serve clients without handoff gaps. This role requires equal parts professionalism and precision. On any given day, the Analyst may be answering an inbound client call, reviewing new account paperwork, processing a transfer of assets, executing a maintenance request, tracking a trade, or managing an RMD deadline. What remains constant across every task is the standard: every client interaction is handled with professionalism and care, every c...

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