Financial Services Operations & Client Support Analyst

Financial Services Operations & Client Support Analyst Base pay range

$20.00/hr - $22.00/hr

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

• Entry level

• Contract

• Accounting/Auditing, Analyst, and Finance

• Banking and Financial Services