09/01/2026
📣 WE’RE HIRING! | Client Care Manager📣
We’re growing our team and looking for an exceptional Client Care Manager to join our Summerville office!
This is a great fit for someone who genuinely enjoys people, is highly organized, takes initiative, and loves keeping things running smoothly behind the scenes.
📍 Summerville, SC (In office)
⏰ Part-Time | 30 hours/week (Mon-Thur)
💰 $25/hour starting | $30/hour after 30-days
What you’ll do:
• Build relationships with clients through regular check-ins and follow-up
• Schedule appointments and help create an exceptional client experience
• Process and track client account paperwork, securities transactions, and life insurance applications
• Keep our office organized, stocked, and client-ready
• Help coordinate client events, luncheons, and team meetings
• Support our team as we continue to grow and improve our systems and client experience
We’re looking for someone who is:
• Friendly, professional, and great with people
• Exceptionally organized and proactive
• Detail-oriented and comfortable managing multiple priorities
• Trustworthy and able to handle confidential client information with discretion
• Comfortable with technology, CRMs, Google Drive/Word programs, and Canva
• Experienced in administrative or client service work; financial services or insurance experience is a plus
• Able to successfully complete a background check
• A current Notary Public or willing to become one
This is more than an administrative position. We’re looking for someone who wants to grow with our team, take ownership of their role, and contribute to the experience we create for our clients.
📩 Interested? Send your resume to [email protected]
Know someone who would be a great fit? Please share!
