Client Service & Operations Associate

CMC Recruiting; Greenville (SC); On-site; USD 52,000 - 72,000; Full time

Job summary

Boutique Wealth Management Firm seeks a Client Service & Operations Associate to join its growing team. This is a hands-on client service and operations role that goes well beyond traditional administrative support, focusing on client service, paperwork, follow-through, and supporting the complex work across the firm.

This is an excellent opportunity for someone who is curious, highly organized, and interested in building a long-term career in wealth management.

Qualifications

• Experience in client service, operations, banking, or high-touch financial services.
• Wealth management or financial services experience is highly preferred.
• Exceptional organizational skills and attention to detail.
• Strong follow-through with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Ability to take initiative, work independently, and identify appropriate next steps.
• Collaborative mindset with a willingness to wear multiple hats in a boutique firm environment.
• Securities and/or insurance licenses are a plus.
• Interest in pursuing licensing, continuing education, and professional development is highly valued.

Responsibilities

• Serve as a warm, polished, and professional point of contact for clients and visitors.
• Assist with day-to-day client service needs and proactively help resolve questions and issues.
• Deliver a highly responsive and personalized client experience.
• Follow up with clients, custodians, vendors, and outside professionals to keep requests moving forward.
• Anticipate next steps and ensure clients receive timely communication and follow-through.
• Prepare, manage, and process client paperwork and account documentation.
• Work within the firm's systems, workflows, and operational processes to support accurate and timely execution.
• Track outstanding items, deadlines, and follow-up to ensure details do not fall through the cracks.
• Coordinate with custodians and other external partners to resolve operational and account-related matters.
• Prioritize competing requests based on urgency, business needs, and the client experience.
• Identify problems, take ownership, and help determine solutions when there is not an obvious playbook.
• Maintain a high level of accuracy and attention to detail across client and operational activities.
• Provide administrative and operational support to advisors and other members of the team.
• Collaborate across the firm to ensure client needs are addressed efficiently and thoroughly.
• Learn and support the firm's broader investment, financial planning, compliance, and client service processes.
• Take initiative and identify what needs to be done rather than waiting for direction.
• Remain flexible and willing to contribute across multiple areas as the needs of the team evolve.

Skills

Client service

Operations

Financial services

Organizational skills

Communication

Initiative

Independent work

Team collaboration

Licenses a plus

Professional development

Job description

Position Overview:

Our client, a boutique wealth management firm serving successful business owners and ultra-high-net-worth families, is seeking a Client Service & Operations Associate to join its growing team. This is a hands-on client service and operations role that goes well beyond traditional administrative support. While this individual will help create an exceptional first impression for clients, the majority of the position will focus on client service, operational execution, paperwork, follow-through, and supporting the complex work happening across the firm.

This is an excellent opportunity for someone who is curious, highly organized, and interested in building a long-term career in wealth management. The role offers exposure to a broad range of sophisticated client needs, including investments, tax strategy, estate planning, business succession, retirement plans, and more.

Key Responsibilities:

Client Service & Relationship Support:

• Serve as a warm, polished, and professional point of contact for clients and visitors
• Assist with day-to-day client service needs and proactively help resolve questions and issues
• Deliver a highly responsive and personalized client experience
• Follow up with clients, custodians, vendors, and outside professionals to keep requests moving forward
• Anticipate next steps and ensure clients receive timely communication and follow-through

Operations & Account Support:

• Prepare, manage, and process client paperwork and account documentation
• Work within the firm's systems, workflows, and operational processes to support accurate and timely execution
• Track outstanding items, deadlines, and follow-up to ensure details do not fall through the cracks
• Coordinate with custodians and other external partners to resolve operational and account-related matters
• Prioritize competing requests based on urgency, business needs, and the client experience
• Identify problems, take ownership, and help determine solutions when there is not an obvious playbook
• Maintain a high level of accuracy and attention to detail across client and operational activities
• Provide administrative and operational support to advisors and other members of the team
• Collaborate across the firm to ensure client needs are addressed efficiently and thoroughly
• Learn and support the firm's broader investment, financial planning, compliance, and client service processes
• Take initiative and identify what needs to be done rather than waiting for direction
• Remain flexible and willing to contribute across multiple areas as the needs of the team evolve

Qualifications:

• Professional experience in client service, operations, banking, financial services, or another high-touch service environment
• Wealth management or financial services experience is highly preferred
• Exceptional organizational skills and attention to detail
• Strong follow-through with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills
• Ability to take initiative, work independently, and identify appropriate next steps
• Collaborative mindset with a willingness to wear multiple hats in a boutique firm environment
• Securities and/or insurance licenses are a plus
• Interest in pursuing licensing, continuing education, and professional development is highly valued

What We’re Looking For:

The ideal candidate is naturally curious, highly organized, and genuinely service-oriented. This person takes ownership of their work, follows through consistently, and notices what needs to happen next without always needing to be asked. They will be comfortable working in a fast-moving environment where priorities can shift and client needs do not always fit neatly into a standard process. They should enjoy solving problems, learning new things, and working closely with a collaborative team. Just as importantly, this person is looking for an opportunity to grow within wealth management, rather than simply perform a defined set of administrative tasks.

The firm has a strong history of developing people internally and views this position as a potential starting point for a much broader career within the organization.

The Client Service & Operations Associate will have the opportunity to learn from an experienced, highly collaborative team while gaining exposure to sophisticated clients and multiple areas of wealth management. As their knowledge, licensing, and capabilities develop, there is meaningful opportunity to take on greater responsibility and continue advancing within the firm.