Operations Specialist
Graham Personnel ServicesGreensboro, NC
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Job Description
Client Service Associate – Wealth Management (Operations Focus)
We are partnering with a growing, well-established wealth management firm seeking a Client Service Associate to support operations, account management, and client service functions. This is a detail-driven, high-responsibility role working behind the scenes to ensure client accounts and documentation are handled accurately and efficiently.
This opportunity is ideal for someone who enjoys operations work, takes pride in accuracy, and thrives in a fast-paced environment with minimal bureaucracy.
Key Responsibilities
- Manage new client onboarding, including account opening and asset transfer paperwork
- Process account maintenance requests such as updates, cash movements, and service-related tasks
- Coordinate with custodians and internal teams to resolve issues and ensure timely processing
- Assist clients with completing documentation (including DocuSign and required forms)
- Track multiple workflows across systems (CRM, reporting tools, custodial platforms)
- Support operational and compliance-related functions as needed
- Maintain a high level of accuracy while managing multiple priorities
Qualifications
- 3+ years of experience in financial services, banking, mortgage, insurance, or wealth management
- Hands-on experience with account documentation, onboarding, or transaction processing
- Strong attention to detail with a “get it right the first time” mindset
- Ability to work independently with minimal oversight
- Comfortable communicating with clients in a professional manner as needed
- Highly organized with the ability to manage multiple tasks in a fast-paced environment
- Proficiency in Microsoft Office; experience with CRM systems and DocuSign preferred
Compensation & Benefits
- Base salary and bonus potential (up to 10%)
- Profit sharing plan
- 100% employer-paid healthcare, including family coverage
- 401(k) with company match
- Stable, long-term opportunity with a collaborative team
Additional Details
- Full-time, in-office position
- Fast-paced, team-oriented environment
- High level of ownership with minimal bureaucracy
If you’re someone who values accuracy, takes ownership of your work, and enjoys supporting clients through operational excellence, we’d love to connect.
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FAQs About Operations Specialist Jobs at Graham Personnel Services
What is the work location for this position at Graham Personnel Services?
This job at Graham Personnel Services is located in Greensboro, NC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Graham Personnel Services?
Employer has not shared pay details for this role.
What employment applies to this position at Graham Personnel Services?
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