OPERATIONS ASSOCIATE

Who We Are

OneAscent is a family of companies dedicated to helping people align their financial decisions with their values. We take our mission seriously, and we strive to live out our five core values: Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), and Client's Needs First—Always What It Takes To Win.

Client & Account Operations

• Execute and manage client account operations including new account applications, paperwork processing, onboarding, money movement, account maintenance, and custodian coordination.
• Maintain existing client accounts and ensure accuracy of all account data and documentation.
• Validate required documents and update systems accordingly, following data governance standards.
• Correct errors, maintain high data quality, and meet departmental performance standards for accuracy, timeliness, and compliance.

Client Service & Experience

• Serve as a primary point of contact for account-related inquiries and enable a high-quality client experience that supports advisor-led engagement and communications.
• Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
• Afford clients with portal usage and execute experience-enhancing initiatives, including on-site support.
• Keep the client's needs first in every interaction.

Meeting Preparation & Follow-Up

• Prepare advisors for client meetings by assembling agendas, reports, and documentation.
• Owning post-meeting follow-up by tracking action items to completion.
• Cook with internal teams to ensure timely execution and seamless handoffs.
• Anticipate advisor and client needs to keep engagements moving forward.

Requirements

• Required Qualifications:
• An associate's or bachelor's degree in business or a related field.
• 4-6 years of operations or client services experience in wealth management or financial services.
• Strong organizational, project management, and attention-to-detail skills.
• Proficiency in portfolio management, CRM systems, and Microsoft Office.
• PREFERRED Qualifications:
• Series 7 and 66 licenses.
• RIA or wealth management operations experience.
• Familiarity with multiple custodial platforms such as Schwab and Fidelity.
• Financial planning software knowledge and a client service or hospitality background.