Operations Associate

OneAscent; Birmingham (AL); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

OneAscent is looking for an operations/customer service professional to manage household client accounts and billing configurations within Orion and BlackDiamond. You will join client meetings, deliver follow-up actions, and coordinate transitions with scheduling and next steps.

Ideal candidates have 2–4 years in financial services operations or client services, knowledge of portfolio management and CRM systems, and strong organizational and communication skills.

Formación

• Associate's or Bachelor's degree in business or a related field.
• 2–4 years of operations or client services experience in financial services.
• Knowledge of portfolio management and CRM systems.
• Strong organizational and communication skills.

Responsabilidades

• Household client accounts and apply billing configurations within Orion and BlackDiamond platforms.
• Attend client meetings, compile and deliver follow-up actions, and set next steps for transitions including scheduling.
• Work with transitioning advisors and vendors to support data migration from existing systems into OneAscent systems including Office365, Redtail, and document storage.

Conocimientos

CRM systems

Organizational skills

Communication skills

Educación

Associate's or Bachelor's degree in business or related field

Herramientas

Orion

Black Diamond

Descripción del empleo

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First—Always

What It Takes to Win in This Role

• Household client accounts and apply billing configurations within Orion and BlackDiamond platforms.

Meeting Follow-Up & Tracking

• Attend client meetings, compile and deliver follow-up actions, and set next stepsfor transitions including scheduling.
• Work with transitioning advisors and vendors to support data migration fromexisting systems into OneAscent systems including Office365, Redtail, anddocument storage.

What You Bring to the Table

Required Qualifications

• Associate's or Bachelor's degree in business or related field. 2-4 years ofoperations or client services experience in financial services.
• Knowledge of portfolio management and CRM systems.
• Strong organizational and communication skills.

Preferred Qualifications

• Experience with Orion, Black Diamond, or similar portfolio accounting systems.