TalentBridge
Financial Services Operations & Client Support Analyst
TalentBridge, Fort Mill, South Carolina, United States, 29715
We are seeking a detail-oriented and service-focused
Financial Services Operations & Client Support Analyst
to join a growing team within the
wealth management and brokerage industry . This role supports Financial Advisors through a blend of
client-facing phone support ,
compensation and financial processing , and
cross-functional operational collaboration . This is an excellent opportunity for candidates with a background in
customer service, financial operations, accounting, or commissions processing
who are looking to grow their career in financial services. Key Responsibilities
Process daily compensation and revenue-sharing arrangements for new advisors and maintain ongoing updates for existing advisors Support complex compensation and payout inquiries, including corrections and institutional payout requirements Serve as a point of contact for Financial Advisors, providing professional phone and email support Collaborate with internal teams including Registration, Client Service, Quality Assurance, Transitions, Business Consulting, and Commissions Operations Assist with advisor onboarding, office transitions, and migration initiatives Research and resolve discrepancies while ensuring accuracy and compliance Document processes, updates, and procedural changes Manage multiple priorities while meeting strict deadlines in a fast-paced environment Take on additional responsibilities as business needs evolve Qualifications
2–3 years of experience in
financial services, accounting, operations, or customer support Experience in
commissions, compensation processing, or financial operations
preferred College degree preferred (Associate’s or Bachelor’s in Accounting, Finance, Business, or related field) Strong customer service and phone support experience; comfort interacting with Financial Advisors Advanced proficiency in Microsoft Word and Excel Experience working in deadline-driven environments with minimal supervision Excellent verbal and written communication skills across all levels of an organization Strong interpersonal skills with the ability to build positive working relationships High attention to detail with strong analytical and reporting capabilities Proven problem-solving skills impacting daily operational matters Strong documentation skills with the ability to capture and update processes Self-motivated and adaptable to changing priorities Preferred Technical Skills
Experience with financial systems, CRM, or ERP platforms Exposure to tools such as Oracle, Salesforce, or similar enterprise systems Familiarity with document management or workflow tools Why This Role
Hybrid work environment in Fort Mill, SC Exposure to
wealth management, brokerage, retirement, and IRA operations Opportunity to work directly with Financial Advisors Strong team collaboration and training support Career growth within a stable financial services organization
#J-18808-Ljbffr
Financial Services Operations & Client Support Analyst
to join a growing team within the
wealth management and brokerage industry . This role supports Financial Advisors through a blend of
client-facing phone support ,
compensation and financial processing , and
cross-functional operational collaboration . This is an excellent opportunity for candidates with a background in
customer service, financial operations, accounting, or commissions processing
who are looking to grow their career in financial services. Key Responsibilities
Process daily compensation and revenue-sharing arrangements for new advisors and maintain ongoing updates for existing advisors Support complex compensation and payout inquiries, including corrections and institutional payout requirements Serve as a point of contact for Financial Advisors, providing professional phone and email support Collaborate with internal teams including Registration, Client Service, Quality Assurance, Transitions, Business Consulting, and Commissions Operations Assist with advisor onboarding, office transitions, and migration initiatives Research and resolve discrepancies while ensuring accuracy and compliance Document processes, updates, and procedural changes Manage multiple priorities while meeting strict deadlines in a fast-paced environment Take on additional responsibilities as business needs evolve Qualifications
2–3 years of experience in
financial services, accounting, operations, or customer support Experience in
commissions, compensation processing, or financial operations
preferred College degree preferred (Associate’s or Bachelor’s in Accounting, Finance, Business, or related field) Strong customer service and phone support experience; comfort interacting with Financial Advisors Advanced proficiency in Microsoft Word and Excel Experience working in deadline-driven environments with minimal supervision Excellent verbal and written communication skills across all levels of an organization Strong interpersonal skills with the ability to build positive working relationships High attention to detail with strong analytical and reporting capabilities Proven problem-solving skills impacting daily operational matters Strong documentation skills with the ability to capture and update processes Self-motivated and adaptable to changing priorities Preferred Technical Skills
Experience with financial systems, CRM, or ERP platforms Exposure to tools such as Oracle, Salesforce, or similar enterprise systems Familiarity with document management or workflow tools Why This Role
Hybrid work environment in Fort Mill, SC Exposure to
wealth management, brokerage, retirement, and IRA operations Opportunity to work directly with Financial Advisors Strong team collaboration and training support Career growth within a stable financial services organization
#J-18808-Ljbffr