Job Description:

We are seeking a motivated and detail-oriented individual to join our team as an Associate Operations Specialist in the Wealth Management industry. The ideal candidate will thrive in a fast-paced environment, demonstrating the ability to pivot and adapt to the changing priorities of daily operations. This individual will assist with client account management, handle operational tasks, and ensure compliance with industry regulations.

Effective communication with high-net-worth clients, maintaining professionalism and confidentiality, and delivering exceptional customer service are essential to success in this role. We are looking for someone with a strong aptitude for learning, a growth-oriented mindset, and the ability to solve problems proactively while contributing to a collaborative team where innovation, professional development, and shared goals drive our success.

Responsibilities:

Assist with client onboarding and account setup processes
Handle daily operational tasks and ensure compliance with industry regulations
Provide support to senior team members in managing client accounts
Communicate effectively and professionally with high-net-worth clients to address inquiries and provide updates
Coordinate with internal departments to streamline processes and improve client service
Deliver exceptional customer service by anticipating client needs and exceeding expectations
Assist in preparing reports and documentation as needed
Proactively identify and implement improvements that support business growth while effectively managing daily tasks and responsibilities

Qualifications:

Bachelor's degree required
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities, with a focus on building relationships with high-net-worth clients
Highest level of professionalism and integrity in all interactions
Ability to adapt, pivot, and excel in a fast-paced environment
Hunger for learning, applying new information, and demonstrating a growth-oriented mindset
Problem-solving mentality with the ability to think critically and proactively address challenges
Commitment to maintaining the highest level of customer service at all times
Experience in financial services, operations, or a client-facing role is preferred but not required

Why Join Us?

Opportunity to explore various career tracks within wealth management and financial services
Clear pathways for career growth based on performance and potential
Join a collaborative team where innovation, professional development, and shared goals drive our success

Job Type: Full-time

Pay: $52,500.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Schedule:

Monday to Friday

Supplemental Pay:

Bonus opportunities

Application Question(s):

Will you take a skill and personality assessment test?

License/Certification:

CFP (Preferred)

Ability to Commute:

Mount Pleasant, SC 29464 (Required)

Ability to Relocate:

Mount Pleasant, SC 29464: Relocate before starting work (Required)

Work Location: In person

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