Financial Services Operations & Client Support Analyst jobs in United States
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TalentBridge · 6 days ago

Financial Services Operations & Client Support Analyst

positionFort Mill, SC
timeContract
remoteHybrid
seniorityEntry, Mid Level
money$20/hr - $22/hr
date2+ years exp

TalentBridge is seeking a detail-oriented and service-focused Financial Services Operations & Client Support Analyst to join a growing team within the wealth management and brokerage industry. This role supports Financial Advisors through client-facing phone support, compensation and financial processing, and cross-functional operational collaboration.

AccountingCareer PlanningConsultingFinanceHuman ResourcesInformation TechnologyRecruitingStaffing Agency

Responsibilities

Process daily compensation and revenue-sharing arrangements for new advisors and maintain ongoing updates for existing advisors
Support complex compensation and payout inquiries, including corrections and institutional payout requirements
Serve as a point of contact for Financial Advisors, providing professional phone and email support
Collaborate with internal teams including Registration, Client Service, Quality Assurance, Transitions, Business Consulting, and Commissions Operations
Assist with advisor onboarding, office transitions, and migration initiatives
Research and resolve discrepancies while ensuring accuracy and compliance
Document processes, updates, and procedural changes
Manage multiple priorities while meeting strict deadlines in a fast-paced environment
Take on additional responsibilities as business needs evolve

Qualification

Financial operationsCompensation processingCustomer serviceMicrosoft ExcelMicrosoft WordAnalytical skillsVerbal communicationWritten communicationInterpersonal skillsProblem-solvingDocumentation skillsAdaptability

Required

2-3 years of experience in financial services, accounting, operations, or customer support
Strong customer service and phone support experience; comfort interacting with Financial Advisors
Advanced proficiency in Microsoft Word and Excel
Experience working in deadline-driven environments with minimal supervision
Excellent verbal and written communication skills across all levels of an organization
Strong interpersonal skills with the ability to build positive working relationships
High attention to detail with strong analytical and reporting capabilities
Proven problem-solving skills impacting daily operational matters
Strong documentation skills with the ability to capture and update processes
Self-motivated and adaptable to changing priorities

Preferred

Experience in commissions, compensation processing, or financial operations
College degree preferred (Associate's or Bachelor's in Accounting, Finance, Business, or related field)
Experience with financial systems, CRM, or ERP platforms
Exposure to tools such as Oracle, Salesforce, or similar enterprise systems
Familiarity with document management or workflow tools

Company

TalentBridge

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🚀 Connecting Talent. Driving Business Success.
dateFounded in 2002
location
Charlotte, North Carolina, USA
people-size1001-5000 employees
web-link
https://talentbridge.com/

Funding

Current Stage
Late Stage

Leadership Team

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Thomas C. Ioele
Chief Executive Officer
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Recent News

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