Job Details

Job Title:
Operations Specialist - Financial Services | Career Growth Opportunity (Direct Hire)
Location:
Upstate South Carolina
Pay:
Competitive salary based on experience
Schedule:
Full-time | Monday-Friday | Onsite

Our Client:
Our client is a fast-paced, client-focused financial services firm offering exposure to investment operations, portfolio management, and client account administration. Known for developing talent from the ground up, this organization provides hands-on training, mentorship, and long-term career growth for professionals eager to build a future in finance.

They are seeking a motivated Operations Specialist-ideal for recent college graduates with a finance-related degree or professionals currently in the financial industry looking to expand their skill set and advance their career.

What you get to do:

• Support client account operations including account openings, transfers, money movements, and maintenance
• Collaborate closely with advisors on client onboarding and ongoing service needs
• Monitor account activity, asset flows, and account updates
• Prepare and distribute quarterly client reports
• Assist with cost basis research and tax-related reporting
• Maintain accurate client records within CRM systems
• Support portfolio management functions including:
  • Daily account monitoring and reporting
  • Trade entry, aggregation, and reconciliation
  • Investment performance tracking and analysis
  • Investment Policy Statement preparation
• Generate Excel-based reports and financial outputs
• Provide high-level service to clients via phone, email, and in person

What you need to succeed:

• Bachelor's degree in Finance, Economics, or Financial Services
  OR 3+ years of experience in the financial industry
• 1-2 years of hands-on experience in banking, investments, insurance, or securities preferred
• Strong proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• Experience with CRM and portfolio management systems is a plus
• High attention to detail and strong organizational skills
• Ability to multitask and adapt in a fast-paced environment
• Professional communication skills and confidence working with clients
• Willingness to obtain CRPC certification (if not already held)

What's in it for you:

• Competitive salary
• PTO and paid holidays
• 401(k) and additional benefits
• Direct exposure to investment operations and portfolio management
• Mentorship and long-term career growth opportunities
• Ideal stepping stone into advisory, portfolio, or senior operations roles
• Onsite role with a collaborative, professional team

Apply now!
One of our recruiters will review your profile and will be in contact if you qualify.

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