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Client Service & Operations Specialist (Financial Services)
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Woodward Financial Advisors
Chapel Hill, NC (In Person)
$65,000 Salary, Full-Time
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Job Description
Client Service & Operations Specialist (Financial Services) Woodward Financial Advisors Chapel Hill, NC Job Details Full-time $60,000 - $70,000 a year 17 hours ago Benefits Free parking Paid parental leave Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Parental leave Vision insurance Sabbatical Professional development assistance Qualifications Financial operations Teamwork Bachelor's degree Attention to detail Relationship management Full Job Description Job description Woodward Financial Advisors is seeking an Operations Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team of hard‐working, dedicated, and fun-loving individuals! The Operations Specialist is a core operations role that will make immediate meaningful impact. You'll be integral in our office functions and provide a high level of operations and administrative related service to our end-clients and internal advisory teams. This role has wide-ranging potential. Depending on interest levels and skill sets, we can see the Operations Specialist as being a career role or an entry point to a future firm opportunity. What you'll get to do immediately: Answer and receive inbound phone calls from clients, vendors, Partner services, etc.. Send and receive all physical mailing for the office and our clients Making sure in office inventory for client meetings are fully updated and stocked Assist with new and existing client scheduling Assist with existing client paperwork, including form preparation, obtaining client signatures, document submission, moving money, and follow-ups Assist onboarding of new clients to our custodians Communicate with clients on the status of cash distributions/deposits, and all money movement operations activities Assist with developing and refining internal work-flow systems, including implementing adjustments to business processes in our client relationship management (CRM) software Serve as the firm's administrator for our managed 529 college savings accounts. Take the Financial Paraplanner Qualified Professional program, beginning within six months of hire You are a good fit if you: Are supremely organized and detail-oriented Have a demonstrated affinity for operations and procedures Can identify and meet client and custodian needs and requirements on time Have the ability to prioritize multiple different tasks and projects Are a self-starter with a passion for delivering exceptional client-centered service Possess exceptional interpersonal skills Can work independently, performing multiple tasks efficiently and seeing them through to completion Show confidence when dealing with clients and fellow team members Can write clearly and concisely Have a Bachelor's degree or higher Have a good working knowledge of the Microsoft Office suite You are a GREAT fit if you have ALL of the above qualities, plus…: Love giving and receiving open and direct feedback Consistently wonder how you can make a positive, lasting difference in someone's life Have always wanted a job title of "Problem Solver" Live for organization, as well as structure and systems, yet can still think creatively Know that it's always paying attention to the little things that separates the good from the great firms Derive immense satisfaction when paperwork is filled out correctly Desire and thrive with plenty of autonomy Have an unexplainable love of checklists, processes and procedures Regularly find yourself thinking about how to improve current systems Who we are: Our firm's culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing: A competitive base salary with a performance-based pay program and career track Health, dental and vision insurance 401k, with annual employer contribution Educational reimbursements (continued education, conference attendance, training budget, etc.) as well as paid professional dues Mentorship and learning opportunities in a collaborative team environment A one-month paid sabbatical after being with the firm for five years, and every five years thereafter Where we live and why we love it: Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of outdoor sights, a multicultural university town, and a great quality of life.