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Wealth Operations & Client Lead

Job in Charleston, Charleston County, South Carolina, 29408, USA
Listing for: ArisGarde
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Operations & Client Experience Lead

Aris Garde in downtown Charleston seeks a detail-oriented operations professional to support client service and wealth management workflows. You will help coordinate meetings, process paperwork, and maintain client records to enable advisors to deliver exceptional service.

This full-time role combines client service, office operations, and process improvement with room to grow as the firm expands; occasional remote days may be considered after onboarding.

Our team is growing, and we are hiring a Wealth Operations & Client Experience Lead in Charleston, SC, United States.

We are looking to fill the Wealth Operations & Client Experience Lead position at Aris Garde in Charleston, SC, United States.

The Wealth Operations & Client Experience Lead role at Aris Garde is now open for applications in Charleston, SC, United States.

Join us at Aris Garde as our next Wealth Operations & Client Experience Lead in Charleston, SC, United States.

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