Client Service & Operations Coordinator

ArisGarde; Charleston (SC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary commensurate with经验

Bonus opportunities

401(k) with company match

Health, dental, and vision insurance

Paid Time Off

Continuing education and professional

Modern Class A office located in with

Job summary

ArisGarde in downtown Charleston seeks a detail-oriented operations professional to support client service and wealth management workflows. You will help coordinate meetings, process paperwork, and maintain client records to enable advisors to deliver exceptional service.

This full-time role combines client service, office operations, and process improvement with room to grow as the firm expands; occasional remote days may be considered after onboarding.

Qualifications

• Prior experience in wealth management or financial services.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• Detail-oriented with ability to manage multiple priorities.
• Full-time availability to work from Charleston office.

Responsibilities

• Welcome clients and visitors with professionalism.
• Coordinate client meetings, confirmations, and follow-up.
• Process new account openings, transfers, beneficiary updates, account maintenance, and other service requests.
• Maintain accurate client records and documentation within our CRM.
• Help maintain accountability for firm workflows by ensuring client commitments, meeting action items, and internal tasks are completed.

Skills

Wealth management operations

Client onboarding

Account servicing

CRM proficiency

Communication skills

Organizational skills

Time management

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

Charleston, SC | Full-Time | Primarily In Office

Help Build an Exceptional Client Experience

At ArisGarde, we believe exceptional planning deserves an exceptional client experience.

Every interaction matters.

Whether it's welcoming a client into our office, coordinating a complex account transfer, preparing for an important planning meeting, or ensuring every follow-up is completed flawlessly, the details matter. That's where you come in.

We're looking for someone who genuinely enjoys creating order, anticipating needs, solving problems, and helping clients and teammates succeed.

This isn't simply an administrative position.

You’ll become a central part of a growing wealth planning firm in the Lowcountry, helping create the operational foundation that allows our advisors to deliver exceptional financial planning and an outstanding client experience.

If you're someone who takes ownership, values excellence, enjoys serving others, and wants to grow with an expanding firm, we'd love to meet you.

About ArisGarde

ArisGarde is an independent wealth planning firm headquartered in Charleston, South Carolina.

Our mission is to help our clients Win the Game of Life by achieving financial independence—personally, professionally, and philanthropically.

We work with successful physicians, business owners, and families throughout the Lowcountry and across the country, helping them navigate life's most important financial decisions through comprehensive financial planning.

As ArisGarde continues to grow, we're investing in exceptional people who share our commitment to professionalism, integrity, and client service.

About the Role

You’ll work directly alongside the firm’s Founder and team, becoming an important part of the operational heartbeat of the office.

This role combines client service, wealth management operations, advisor support, and workflow coordination.

You’ll take ownership of many of the responsibilities that keep a boutique wealth planning firm running smoothly—from interacting with clients and coordinating meetings to processing account paperwork, maintaining client records, and helping quarterback the firm’s systems, workflows, and client commitments.

We’re looking for someone who already understands the fundamentals of wealth management and financial services operations. You don’t need to have experience with every process or type of transaction we handle. We’ll teach you our systems, procedures, and approach to serving clients. What we’re looking for is an existing industry foundation that allows you to build on that knowledge rather than learn wealth management from the beginning.

This is also a role with room to grow. As you demonstrate your capabilities and ArisGarde continues to expand, you’ll have the opportunity to take increasing ownership of client service, firm operations, process improvement, and other areas where your strengths can contribute to the firm’s continued growth.

This is primarily an in-office position in downtown Charleston. After an initial period of onboarding and integration with the team, there may be flexibility for a regular remote day as appropriate.

Key Responsibilities-

Client Experience

• Welcome clients and visitors with professionalism and warmth.
• Deliver a white-glove client experience through proactive communication and responsiveness.
• Answer incoming calls and assist clients with service requests.
• Coordinate client meetings, confirmations, and follow-up.
• Prepare meeting materials and ensure advisors are fully prepared.

Client Service & Operations

• Process new account openings, transfers, beneficiary updates, account maintenance, and other service requests for new and existing accounts.
• Coordinate with custodians, insurance companies, and strategic partners.
• Maintain accurate client records and documentation within our CRM.
• Help maintain accountability for firm workflows by ensuring client commitments, meeting action items, and internal tasks are completed consistently and on time.
• Coordinate insurance applications, underwriting requirements, policy delivery, and ongoing service.
• Support advisors by helping keep projects moving forward and ensuring nothing falls through the cracks.

Office Operations

• Help maintain an organized, welcoming, and professional office environment.
• Coordinate mail, supplies, incoming documents, and general office administration.
• Assist with client appreciation events and educational workshops.
• Support continuous improvement of office procedures and operational efficiency.

You’ll Enjoy This Role If...

This role is likely a great fit for you if you naturally find yourself saying:

• "I’ll take care of it."
• "I noticed this needed to be done."
• "There's probably a better way to do this."
• "Let me make sure nothing falls through the cracks."

You’ll thrive in this role if you:

• Take genuine pride in delivering an exceptional client experience.
• Believe every client interaction is an opportunity to build and strengthen relationships.
• Enjoy creating order, improving processes, and helping a team operate at its highest level.
• Naturally anticipate needs before someone has to ask.
• Hold yourself to a high standard and believe excellence is found in the details.
• Bring a positive attitude and enjoy serving others with professionalism and a smile.
• Are dependable, organized, and follow through on commitments.
• Already understand the fundamentals of wealth management operations, including client onboarding, account maintenance and transfers, account registrations, beneficiary changes, and custodial paperwork.
• Enjoy keeping advisors organized, meetings on track, workflows moving, and the office running smoothly.
• Want to contribute to something larger than yourself by helping build a growing wealth planning firm over the long term.

We’re looking for someone who is comfortable rolling up their sleeves today because they want the opportunity to grow with us tomorrow.

Qualifications:

Required

• Prior experience working in wealth management, financial planning, brokerage, trust administration, private banking, or a similar investment or financial services environment.
• Working knowledge of wealth management operations, including client onboarding, account servicing, custodial processes, investment accounts, and related client service activities.
• Exceptional organizational and time management skills.
• Outstanding written and verbal communication skills.
• High attention to detail with the ability to manage multiple priorities.
• Proficiency with Microsoft Office and client relationship management (CRM) systems.
• Ability to work full-time primarily from our Charleston, South Carolina office.

Preferred

• Approximately 2+ years of relevant industry experience.
• Experience with industry-specific CRM platforms and related technologies.
• Experience working with custodians such as Schwab, Fidelity, Pershing, or LPL.
• Experience supporting financial advisors in a client-facing environment.
• Experience coordinating complex account transfers, trust registrations, or other wealth management transactions.
• Experience with insurance operations or case management is helpful but not required.

We offer:

• Competitive salary commensurate with experience and qualifications.
• Performance-based bonus opportunities based on individual and team-based achievements.
• 401(k) with company match.
• Health, dental, and vision insurance.
• Paid Time Off.
• Continuing education and professional development.
• Modern Class A office located in downtown Charleston.

Why Join ArisGarde?

We're building something for the long term, and we’re not here to coast.

Our goal isn't simply to hire another employee. We're looking for someone who wants to become an integral part of a growing firm and help create an exceptional experience for every client we serve.

As ArisGarde continues to expand, we expect this role to grow with it. The right person will have the opportunity to take on increasing responsibility and autonomy across various elements of the practice, contribute to how our operations evolve, and play an important role in building the infrastructure that supports the firm's future growth.

If you're excited about joining a firm where your work matters, your ideas are valued, and excellence is the standard, we'd love to hear from you.