Wealth Advisory Operations Associate Onboarding & Support

Social Capital Resources; Charlotte (NC); On-site; USD 52,000 - 68,000; Full time

Job summary

Social Capital Resources, a rapidly growing Charlotte-based registered investment adviser, seeks an Advisory Operations Associate to join the team. You will support independent financial advisors with day-to-day operational needs and lead onboarding for new advisors to ensure a smooth transition onto the platform.

You will assist with client account openings/closings, account updates, and cash contribution or distribution requests, acting as the main contact for advisors and staff.

Qualifications

• Experience in wealth management, asset management, or financial services operations.
• Strong organizational skills with the ability to manage multiple tasks.

Responsibilities

• Support independent financial advisors with day-to-day operational needs.
• Lead the onboarding process for new advisors, ensuring a smooth and organized transition onto the platform.
• Assist with client account openings and closures, account updates, and cash contribution or distribution requests.
• Act as the main point of contact for assigned advisors and their staff for operational questions and requests.
• Coordinate with internal teams and custodial partners to resolve issues and complete requests efficiently.
• Handle daily ad hoc requests while maintaining accuracy and attention to detail.
• Contribute to process improvements and assist with special projects as needed.

Skills

Wealth management operations

Customer service

Attention to detail

Independent worker

Job description

Social Capital Resources, a rapidly growing Charlotte-based registered investment adviser, seeks an Advisory Operations Associate to join the team. You will support independent financial advisors with day-to-day operational needs and lead onboarding for new advisors to ensure a smooth transition onto the platform.

You will assist with client account openings/closings, account updates, and cash contribution or distribution requests, acting as the main contact for advisors and staff.