Operations / Client Service Associate

Operations / Client Service Associate

Blue Bear Financial is a growing, independent financial advisory firm based in Mount Pleasant, SC seeking an Operations / Client Service Associate to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.

We are dedicated to providing exceptional service and guidance to our clients as they navigate their financial futures. This role is critical to supporting our clients and ensuring the smooth operation of our daily business functions. With a clearly defined path to leadership, this position offers the opportunity to manage operations and service functions as the organization grows.

Salary & Benefits:

• The salary range for this position will be $60K-$80K
• Health insurance stipend
• Dental and Vision insurance
• Life and Disability insurance
• 401(k) with firm match
• PTO
• Excellent opportunity for growth
• Relocation package available

Responsibilities:

• Manage daily client service requests
• Oversee and execute client onboarding
• Manage CRM workflows and tasks, ensuring that all client touch points are made
• Develop and fine-tune processes and workflows
• Calendar management
• Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed
• Project management and execution
• Resolve issues practically and proactively
• Participate in strategy meetings and help execute on goals of the firm
• Eagerness to learn financial services industry
• No new business development / sales

Requirements:

• Strong interpersonal skills, with the ability to work well with and manage others
• Comfortable calling outside vendors to get answers to questions
• Desire to grow with the firm in this role to manage operations
• Excellent verbal and written communication skills
• Organized and detail-oriented
• Good problem solving and time management skills
• Ability to prioritize and confidence to manage projects as well as individually assigned tasks

Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.