Top 7 Finance operations occupations Jobs in Florence, Sc

Client Service Associate
WebsterRogers —Florence, SC
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Paid time off
6d
Portfolio Compliance Analyst
Consilio Services —United States
- $90 an hour
- Full-time
- Remote
- 5 years
- Senior level
Quick Apply
5d
Senior Compliance Consultant – Money Transmitter & Payments (Remote)
Orion Placement —United States
- $80,000 - $100,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Dental insurance
- Paid time off
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Client Service Associate

WebsterRogers -
Florence, SC

Apply Now

Job Details

Full-time
6 days ago

Benefits

Paid holidays
Paid time off
Parental leave
401(k) matching

Qualifications

Meeting minutes
Data integrity assurance
Data quality checks
Customer records maintenance
Managing customer accounts
Customer communication
Investment advisory support
Customer relationship building
Webinars
Account maintenance
Operations coordination
Investment operations
Writing skills
Greeting customers
Client file management
Investment reports
Mid-level
Incident Escalation
Fund operation
Managing clients in a customer support role
Data quality management
Social media platforms
Records management
Bachelor's degree
Managing clients in a finance role
Task prioritization
Financial workflow efficiency improvements
Decision making
Client services
Investment account customer support

Full Job Description

At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.

This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.

What You'll Do

Client Meetings & Experience

Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow-up items
Prepare meeting notes, update the CRM, and create and monitor follow-up tasks
Help curate a professional, welcoming in-person experience — from meeting room prep to greeting clients and coordinating refreshments
Anticipate client and advisor needs before and during in-office meetings

Client Onboarding & Account Support

Coordinate new-client onboarding, including account paperwork, asset transfers, document collection, and online access setup
Assist with quarterly account reviews and prepare materials for advisor review
Update financial plans with new client information as directed by the advisor
Prepare and track account-opening, maintenance, beneficiary, and money-movement paperwork

Relationship & Communication

Serve as a point of contact for routine client and business-partner requests related to account administration
Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues
Maintain accurate, organized client records across firm systems

CRM & Operations

Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education
Complete the weekly cash balance report review and coordinate necessary trading actions with advisors
Maintain required minimum distribution (RMD) reporting and track distributions through completion
Assist with investment policy committee reports and materials

Growth & Process Improvement

Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events
Identify workflow gaps and opportunities to improve efficiency and client experience
Take initiative on service, operations, and process-improvement projects
Know when to escalate — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member

What You Bring

Education & Experience

Bachelor's degree or equivalent professional experience
Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred

Skills

Strong attention to detail, organization, and time-management skills
Ability to manage multiple priorities and see responsibilities through to completion
Proactive, resourceful, and eager to learn
Strong written, verbal, and active-listening skills
Professional, empathetic approach to client service
Sound judgment and the ability to recognize when to escalate an issue
Comfort learning and working across multiple technology platforms
Intermediate to advanced proficiency with Microsoft Office
Experience with CRM, custodian, or document-management systems preferred

Licensing

Employment is contingent upon completing the Series 65 licensing requirement within 4 months of your start date (strongly preferred, but not required at time of hire)
Must be willing to obtain and maintain a notary public commission

We’re Proud To Offer

Competitive compensation and performance bonus eligibility
Flexible work options and “dress for your day” policy
401(k) match, parental leave, and comprehensive benefits
3 weeks of PTO to start, plus paid holidays and a July 4th week office closure
Funded professional development and leadership mentorship
Team retreats, diverse engagements, and community involvement
Direct access to firm leadership
The opportunity to grow and shape the future of WebsterRogers Financial Advisors

Apply Now

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finance operations occupations jobs in florence, sc

Client Service Associate

Portfolio Compliance Analyst

Senior Compliance Consultant – Money Transmitter & Payments (Remote)

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