Client Service and Operations Associate

Overview

Barron Financial Group is dedicated to making a meaningful and lasting impact in the lives of clients and their families. By helping clients envision their dreams, we craft comprehensive plans to grow, safeguard, and transfer wealth with precision and care. Our approach emphasizes the highest level of personal service and professional integrity, reflecting our commitment to clients' success and financial well-being.

This full-time, on-site Client Service and Operations Associate role is based in Columbia, SC. Responsibilities include providing exceptional customer service, addressing client inquiries, ensuring client satisfaction, and maintaining strong communication with clients. The role also involves handling operational tasks related to financial services and assisting in the smooth execution of the firm’s processes and services.

• Demonstrated skills in Client Services, Customer Service, and Customer Satisfaction
• Strong Communication skills, both written and verbal
• Knowledge of financial concepts and practices in the Finance industry
• Ability to maintain professionalism, attention to detail, and a client-first mindset
• Proficiency in office software and familiarity with industry-specific tools is a plus
• Previous experience in a similar role preferred
• Bachelor’s degree in Finance, Business, or a related field is an advantage