Financial Services Operations & Client Support Analyst

We are 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 a blend of client-facing phone support
, compensation and financial processing
, and cross-functional operational collaboration
.

This is an excellent opportunity for candidates with a background in customer service, financial operations, accounting, or commissions processing who are looking to grow their career in financial services.

• 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

• 2–3 years of experience in financial services, accounting, operations, or customer support
• Experience in commissions, compensation processing, or financial operations preferred
• College degree preferred (Associate’s or Bachelor’s in Accounting, Finance, Business, or related field)
• 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

• 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

• Hybrid work environment in Fort Mill, SC
• Exposure to wealth management, brokerage, retirement, and IRA operations
• Opportunity to work directly with Financial Advisors
• Strong team collaboration and training support
• Career growth within a stable financial services organization