Blue Bear Financial is a growing, independent financial advisory firm based in Mount Pleasant, SC seeking an Operations / Client Service Associate to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.

We are dedicated to providing exceptional service and guidance to our clients as they navigate their financial futures. This role is critical to supporting our clients and ensuring the smooth operation of our daily business functions. With a clearly defined path to leadership, this position offers the opportunity to manage operations and service functions as the organization grows. Learn more about the firm at bluebearfinancial.com.

Salary & Benefits:

The salary range for this position will be $60K-$80K
Health insurance stipend
Dental and Vision insurance
Life and Disability insurance
401(k) with firm match
PTO
Excellent opportunity for growth
Relocation package available

Responsibilities:

Manage daily client service requests
Oversee and execute client onboarding
Manage CRM workflows and tasks, ensuring that all client touch points are made
Develop and fine-tune processes and workflows
Calendar management
Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed
Project management and execution
Resolve issues practically and proactively
Participate in strategy meetings and help execute on goals of the firm
Eagerness to learn financial services industry
NO new business development / sales

Requirements:

Strong interpersonal skills, with the ability to work well with and manage others
Comfortable calling outside vendors to get answers to questions
Desire to grow with the firm in this role to manage operations
Excellent verbal and written communication skills
Organized and detail-oriented
Good problem solving and time management skills
Ability to prioritize and confidence to manage projects as well as individually assigned tasks

Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Blue Bear Financial jobs

Operations / Client Service Associate