Job description
Job Title: Wealth Management Associate Operations Specialist
Location: Charleston, SC [Mount Pleasant]
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:
Supplemental Pay:
Application Question(s):
- Will you take a skill and personality assessment test?
License/Certification:
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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