CRM & Platform Enablement Associate

Choreo; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

401(k) matching program

Unlimited, discretionary time off

Job summary

A wealth management firm in Charlotte, North Carolina is seeking an Operations Specialist to support Advisor teams and manage inquiries related to the firm's CRM system. The ideal candidate will have a Bachelor's degree in Finance or accounting, along with 3-5 years of operations experience in the investment management or financial services industry. Responsibilities include assisting with CRM training, processing user access requests, and engaging in data analysis projects. The position offers competitive salary and benefits including 401(k) matching.

Qualifications

• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role.
• Independent self-starter mentality with curiosity for learning about new technology.
• High attention to detail and accuracy while meeting deadlines.

Responsibilities

• Act as the first response to inquiries related to the firm’s CRM system.
• Assist with training personnel on CRM tools and functionality.
• Process user access requests for the firm’s document repository system.

Skills

Analytical skills

CRM software familiarity

Microsoft Office proficiency

Education

Bachelor's Degree in Finance, Accounting or related concentration

Job description

A wealth management firm in Charlotte, North Carolina is seeking an Operations Specialist to support Advisor teams and manage inquiries related to the firm's CRM system. The ideal candidate will have a Bachelor's degree in Finance or accounting, along with 3-5 years of operations experience in the investment management or financial services industry. Responsibilities include assisting with CRM training, processing user access requests, and engaging in data analysis projects. The position offers competitive salary and benefits including 401(k) matching.