TalentBridge
Financial Services Operations & Client Support Analyst
TalentBridge, Fort Mill, South Carolina, United States, 29715
Financial Services Operations & Client Support Analyst
Base pay range
$20.00/hr - $22.00/hr
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
Seniority level
Entry level
Employment type
Contract
Job function
Accounting/Auditing, Analyst, and Finance
Industries
Banking and Financial Services
#J-18808-Ljbffr
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
Seniority level
Entry level
Employment type
Contract
Job function
Accounting/Auditing, Analyst, and Finance
Industries
Banking and Financial Services
#J-18808-Ljbffr