Wealth Operations & Client Experience Lead

ArisGarde; Charleston (SC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary commensurate with经验

Bonus opportunities

401(k) with company match

Health, dental, and vision insurance

Paid Time Off

Continuing education and professional

Modern Class A office located in with

Job summary

ArisGarde in downtown Charleston seeks a detail-oriented operations professional to support client service and wealth management workflows. You will help coordinate meetings, process paperwork, and maintain client records to enable advisors to deliver exceptional service.

This full-time role combines client service, office operations, and process improvement with room to grow as the firm expands; occasional remote days may be considered after onboarding.

Qualifications

• Prior experience in wealth management or financial services.
• Strong organizational and time-management skills.
• Excellent written and verbal communication.
• Detail-oriented with ability to manage multiple priorities.
• Full-time availability to work from Charleston office.

Responsibilities

• Welcome clients and visitors with professionalism.
• Coordinate client meetings, confirmations, and follow-up.
• Process new account openings, transfers, beneficiary updates, account maintenance, and other service requests.
• Maintain accurate client records and documentation within our CRM.
• Help maintain accountability for firm workflows by ensuring client commitments, meeting action items, and internal tasks are completed.

Skills

Wealth management operations

Client onboarding

Account servicing

CRM proficiency

Communication skills

Organizational skills

Time management

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

ArisGarde in downtown Charleston seeks a detail-oriented operations professional to support client service and wealth management workflows. You will help coordinate meetings, process paperwork, and maintain client records to enable advisors to deliver exceptional service.

This full-time role combines client service, office operations, and process improvement with room to grow as the firm expands; occasional remote days may be considered after onboarding.