Wealth Management Client Services & Operations Associate

CMC Recruiting; Greenville (SC); On-site; USD 52,000 - 72,000; Full time

Job summary

Boutique Wealth Management Firm seeks a Client Service & Operations Associate to join its growing team. This is a hands-on client service and operations role that goes well beyond traditional administrative support, focusing on client service, paperwork, follow-through, and supporting the complex work across the firm.

This is an excellent opportunity for someone who is curious, highly organized, and interested in building a long-term career in wealth management.

Qualifications

• Experience in client service, operations, banking, or high-touch financial services.
• Wealth management or financial services experience is highly preferred.
• Exceptional organizational skills and attention to detail.
• Strong follow-through with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Ability to take initiative, work independently, and identify appropriate next steps.
• Collaborative mindset with a willingness to wear multiple hats in a boutique firm environment.
• Securities and/or insurance licenses are a plus.
• Interest in pursuing licensing, continuing education, and professional development is highly valued.

Responsibilities

• Serve as a warm, polished, and professional point of contact for clients and visitors.
• Assist with day-to-day client service needs and proactively help resolve questions and issues.
• Deliver a highly responsive and personalized client experience.
• Follow up with clients, custodians, vendors, and outside professionals to keep requests moving forward.
• Anticipate next steps and ensure clients receive timely communication and follow-through.
• Prepare, manage, and process client paperwork and account documentation.
• Work within the firm's systems, workflows, and operational processes to support accurate and timely execution.
• Track outstanding items, deadlines, and follow-up to ensure details do not fall through the cracks.
• Coordinate with custodians and other external partners to resolve operational and account-related matters.
• Prioritize competing requests based on urgency, business needs, and the client experience.
• Identify problems, take ownership, and help determine solutions when there is not an obvious playbook.
• Maintain a high level of accuracy and attention to detail across client and operational activities.
• Provide administrative and operational support to advisors and other members of the team.
• Collaborate across the firm to ensure client needs are addressed efficiently and thoroughly.
• Learn and support the firm's broader investment, financial planning, compliance, and client service processes.
• Take initiative and identify what needs to be done rather than waiting for direction.
• Remain flexible and willing to contribute across multiple areas as the needs of the team evolve.

Skills

Client service

Operations

Financial services

Organizational skills

Communication

Initiative

Independent work

Team collaboration

Licenses a plus

Professional development

Job description

Boutique Wealth Management Firm seeks a Client Service & Operations Associate to join its growing team. This is a hands-on client service and operations role that goes well beyond traditional administrative support, focusing on client service, paperwork, follow-through, and supporting the complex work across the firm.

This is an excellent opportunity for someone who is curious, highly organized, and interested in building a long-term career in wealth management.