OPERATIONS ASSOCIATE

ONEASCENT HOLDINGS LLC; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

ONEASCENT HOLDINGS LLC is seeking an Account Householding & Billing Specialist in Birmingham, AL. The role focuses on provisioning household client accounts, configuring billing within Orion and Black Diamond, and supporting smooth transitions for clients.

You will attend client meetings, deliver follow-up actions, and coordinate next steps, while assisting data migration from legacy systems to OneAscent workflows and tools such as Office365 and Redtail CRM.

Qualifications

• 2–4 years of operations or client services experience in financial services.
• Knowledge of portfolio management and CRM systems.
• Strong organizational and communication skills.

Responsibilities

• Household client accounts and apply billing configurations within Orion and Black Diamond 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 into OneAscent systems including Office365, Redtail, and document storage.

Skills

Strong organizational skills

Effective communication

Project coordination

CRM familiarity

Education

Bachelor's degree in business or related field

Associate's degree in business or related field

Tools

Orion

Black Diamond

Redtail CRM

Job description

Description

Reports To: Director of Advisor Operations

Job Type: Full Time

Who We Are

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

Account Householding & Billing

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

Meeting Follow-Up & Tracking

• Attend client meetings, compile and deliver follow-up actions, and set next steps for transitions including scheduling.

Technology Transition Support

• Work with transitioning advisors and vendors to support data migration from existing systems into OneAscent systems including Office365, Redtail, and document storage.

Requirements

What You Bring to the Table

Required Qualifications

• Associate's or Bachelor's degree in business or 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.

Preferred Qualifications

• Experience with Orion, Black Diamond, or similar portfolio accounting systems.
• Redtail CRM experience.
• Understanding of billing methodologies.
• Project coordination experience.