Senior Client Service & Operations Specialist

SENIOR CLIENT SERVICE & OPERATIONS SPECIALIST

Charleston / Mount Pleasant, SC | Full-time

Company Description

Noble Oak Capital Partners helps retirees, families, business owners and executives connect financial decisions with what matters most to them. We are a growing, multi-state wealth-management firm committed to personal attention, clear communication and dependable follow-through.

Our approach is built on thoughtful advice and a client experience that feels personal, organized and complete. We believe excellent service means anticipating needs, taking ownership and closing the loop, not simply passing a request to someone else.

Role Description

At Noble Oak Capital Partners, our Core Values guide how we serve clients, support one another, and approach our responsibilities.

• Faith in Action — Lead with purpose, integrity, and a commitment to making a positive difference.
• Clients Before Self — Put clients' interests first and deliver more value than expected.
• Own the Outcome — Take responsibility, follow through, and ensure important details are not overlooked.
• Communicate with Clarity — Be proactive, transparent, and solution-oriented.
• Pursue Excellence Together — Continuously improve, support teammates, and take pride in exceptional work.

We seek professionals who demonstrate these principles through their actions and share our commitment to excellent client service.

Role Description

We are seeking an experienced client-service and operations professional to own the client experience from first request through confirmed resolution. This is a hands-on role for someone who enjoys serving clients, coordinating people and resources, managing competing priorities and ensuring important details do not fall through the cracks.

Own routine client-service cases from receipt through verified closure: clarify the request, assign next steps, monitor deadlines, update clients and confirm completion.

Serve as a primary coordination point for service inquiries and the shared business line; escalate advice-related, sensitive or urgent matters promptly to the appropriate advisor.

Coordinate onboarding, account openings, transfers, distributions, required minimum distributions, beneficiary updates and other service needs with custodial support partners without duplicating delegated processing.

Own advisor-meeting logistics, advance outreach, document collection, client follow-up and service-cadence scheduling.

Coordinate insurance applications, underwriting requirements, carrier follow-up and policy servicing; prepare materials for advisor review under applicable licensing and compliance requirements.

Maintain accurate Salesforce/CRM records, tasks, deadlines and service-case updates; document SOPs, improve handoffs and remove recurring operational bottlenecks.

Why the role matters. You will help make each client interaction personal, organized and complete while creating more time for advisors to focus on planning and relationships. Advancement toward an Operations Manager position may be possible based on sustained, demonstrated results; promotion is not automatic.

Compensation and work arrangement. Target base salary is $65,000–$80,000 depending on experience and final approval. A performance bonus of up to 10% annually is under consideration, subject to final terms. This is a full-time position in the Charleston / Mount Pleasant area; specific work arrangement, schedule and benefits will be confirmed during hiring.

Role boundaries. This is an operations and client-service position, not an advisory role. Investment advice, regulatory approvals, discretionary money movement and final insurance submissions remain with appropriately authorized professionals.

Qualifications

• Meaningful professional experience: 3–5+ years in wealth-management client service or operations is preferred, but comparable experience managing complex projects, deadlines, stakeholders and regulated workflows will be considered.
• Demonstrated operational ownership: experience coordinating multiple workstreams, identifying missing information, managing dependencies and following commitments through completion.
• Client and account-service knowledge: experience with account applications, onboarding, custodians, transfers, insurance operations or similarly detail-intensive workflows is valuable.
• CRM and workflow fluency: practical use of a CRM or workflow system to manage tasks, notes, deadlines and service cases. Salesforce experience is preferred, not required.
• Working spreadsheet proficiency: ability to maintain Excel trackers and monitor progress; advanced formulas, pivot tables and reporting are welcome but not required.
• Clear communication and professional judgment: proactive client updates, discretion, attention to detail and careful handling of confidential information. Compliance exposure is helpful, not required.
• Continuous improvement: experience documenting processes, improving handoffs and coordinating projects. Familiarity with Snappy Kraken, SurveyMonkey or comparable tools is a bonus.

How to apply. Follow the instructions in the accompanying job announcement. Submit a résumé highlighting workflows, clients or projects you have managed and how you tracked responsibilities through completion.