Client Service & Operations Coordinator

Charleston, SC | Full-Time | Primarily In Office Help Build an Exceptional Client Experience

At Aris Garde, we believe exceptional planning deserves an exceptional client experience.

Every interaction matters.

Whether it's welcoming a client into our office, coordinating a complex account transfer, preparing for an important planning meeting, or ensuring every follow-up is completed flawlessly, the details matter. That's where you come in.

We're looking for someone who genuinely enjoys creating order, anticipating needs, solving problems, and helping clients and teammates succeed.

This isn't simply an administrative position.

You’ll become a central part of a growing wealth planning firm in the Low country, helping create the operational foundation that allows our advisors to deliver exceptional financial planning and an outstanding client experience.

If you're someone who takes ownership, values excellence, enjoys serving others, and wants to grow with an expanding firm, we'd love to meet you.

Aris Garde is an independent wealth planning firm headquartered in Charleston, South Carolina.

Our mission is to help our clients Win the Game of Life by achieving financial independence—personally, professionally, and philanthropically.

We work with successful physicians, business owners, and families throughout the Low country and across the country, helping them navigate life's most important financial decisions through comprehensive financial planning.

As Aris Garde continues to grow, we're investing in exceptional people who share our commitment to professionalism, integrity, and client service.

You’ll work directly alongside the firm’s Founder and team, becoming an important part of the operational heartbeat of the office.

This role combines client service, wealth management operations, advisor support, and workflow coordination.

You’ll take ownership of many of the responsibilities that keep a boutique wealth planning firm running smoothly—from interacting with clients and coordinating meetings to processing account paperwork, maintaining client records, and helping quarterback the firm’s systems, workflows, and client commitments.

We’re looking for someone who already understands the fundamentals of wealth management and financial services operations. You don’t need to have experience with every process or type of transaction we handle. We’ll teach you our systems, procedures, and approach to serving clients. What we’re looking for is an existing industry foundation that allows you to build on that knowledge rather than learn wealth management from the beginning.

This is also a role with room to grow. As you demonstrate your capabilities and Aris Garde continues to expand, you’ll have the opportunity to take increasing ownership of client service, firm operations, process improvement, and other areas where your strengths can contribute to the firm’s continued growth.

This is primarily an in-office position in downtown Charleston. After an initial period of onboarding and integration with the team, there may be flexibility for a regular remote day as appropriate.

• Welcome clients and visitors with professionalism and warmth.
• Deliver a white-glove client experience through proactive communication and responsiveness.
• Answer incoming calls and assist clients with service requests.
• Coordinate client meetings, confirmations, and follow-up.
• Prepare meeting materials and ensure advisors are fully prepared.

• Process new account openings, transfers, beneficiary updates, account maintenance, and other service requests for new and existing accounts.
• Coordinate with custodians, insurance companies, and strategic partners.
• Maintai…