Client Success & Operations Associate - Hybrid Growth

Find Great People | FGP; Columbia (SC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Paid time off

Job summary

Find Great People | FGP seeks a Client Success Associate to blend operations, coordination, and admin support. You will help onboarding, maintain records, and support internal teams while delivering excellent client service.

A proactive, tech-savvy candidate with strong communication and organizational skills will thrive in this role, which offers hybrid flexibility and growth opportunity within financial services.

Qualifications

• Bachelor's degree or equivalent experience required or preferred.
• Experience in financial services or regulated environments is preferred.
• Strong written and verbal communication skills, and organizational abilities.
• Proficiency with AI tools (Claude, ChatGPT) and Microsoft Office suite.

Responsibilities

• Serve as primary contact via phone, email, or in person and ensure a smooth client experience.
• Coordinate onboarding processes and maintain accurate records for clients.
• Support internal teams and use AI tools to improve efficiency and productivity.
• Process routine account activities and updates; track requests and follow up on tasks.
• Prepare materials and reports for meetings and coordinate scheduling and logistics.
• Maintain compliance-related records and assist with audits as needed.
• Collaborate with external partners and custodians to resolve issues.

Skills

Communication

Organization

Time management

Attention to detail

Adaptability

Education

Bachelor's degree or equivalent experience

Tools

Claude

ChatGPT

Microsoft Office

PowerPoint

Teams

Slack

Schwab or custodial platforms

Job description

Find Great People | FGP seeks a Client Success Associate to blend operations, coordination, and admin support. You will help onboarding, maintain records, and support internal teams while delivering excellent client service.

A proactive, tech-savvy candidate with strong communication and organizational skills will thrive in this role, which offers hybrid flexibility and growth opportunity within financial services.