Client-Focused Operations Specialist (Financial Services)

Find Great People | FGP; Greenville (SC); On-site; USD 45,000 - 60,000; Full time

Job summary

A financial services company in Greenville is seeking an Operations Specialist to support client account maintenance and enhance onboarding processes. The ideal candidate will possess a degree in economics or Finance, or relevant experience in banking. Responsibilities include preparing client forms, monitoring account activity, assisting with tax packages, and managing CRM systems. Strong communication and customer service skills are essential. Join a dynamic team committed to excellent client service.

Qualifications

• Eager to learn and adapt to new processes.
• Required education or relevant experience in financial services.

Responsibilities

• Prepare, process and complete all client forms and applications.
• Collaborate with advisors for proper client on-boarding.
• Monitor account activity and assist with client tax packages.
• Prepare quarterly reporting for clients.
• Manage workflow assignments and respond to client inquiries.

Skills

Customer service

Communication

Education

Degree in economics or Finance

1-3 years of experience in financial services or banking

Job description

A financial services company in Greenville is seeking an Operations Specialist to support client account maintenance and enhance onboarding processes. The ideal candidate will possess a degree in economics or Finance, or relevant experience in banking. Responsibilities include preparing client forms, monitoring account activity, assisting with tax packages, and managing CRM systems. Strong communication and customer service skills are essential. Join a dynamic team committed to excellent client service.