Wealth Management

Description:

Northbridge Wealth, a reputable and growing wealth management firm based in Chapin, South Carolina, is dedicated to helping clients achieve their financial goals with confidence and clarity. Known for its professionalism, integrity, and exceptional client service, the firm seeks an Investment Operations Coordinator to join its dynamic operations team. This position offers a collaborative and supportive environment where precision, efficiency, and client satisfaction are top priorities.

As the Investment Operations Coordinator, you will play a pivotal role in supporting the firm’s daily operational needs, ensuring seamless account administration, efficient money movement, and smooth onboarding for new clients. This position is ideal for a professional who demonstrates exceptional attention to detail, strong organizational skills, and a proactive, client-first approach.

Key Responsibilities:

• Coordinate and manage new account openings and client onboarding processes, ensuring accuracy, compliance, and timely completion.

• Handle client distributions, including ACH transactions, wire transfers, and check requests, while maintaining strict adherence to compliance and security protocols.

• Oversee and monitor money movement activities, such as contributions, transfers, and rollovers, ensuring proper documentation and reporting.

• Collaborate closely with advisors and service teams to provide consistent, high-quality operational support for client accounts.

• Maintain accurate client records and documentation in compliance with firm policies and regulatory requirements.

• Assist in special projects and operational initiatives aimed at enhancing workflow efficiency and the overall client experience.

• Troubleshoot and resolve account-related issues, providing responsive and professional support to clients and team members.

Qualifications and Requirements:

• Prior experience in the financial services or investment management industry is preferred (particularly in operations, client service, or administrative roles).

• Solid understanding of investment account structures, custodians, and money movement processes.

• Highly detail-oriented, organized, and capable of managing multiple priorities in a fast-paced environment.

• Strong analytical and problem-solving abilities, with a commitment to accuracy and process improvement.

• Excellent written and verbal communication skills, demonstrating professionalism and clarity in all client interactions.

• Proficient in Microsoft Office Suite; experience with CRM or portfolio management software is a plus.

• Demonstrates a team-oriented, collaborative attitude with a dedication to delivering exceptional client service.

About Northbridge Wealth:

Northbridge Wealth is a trusted wealth management firm that partners with clients to create comprehensive financial plans tailored to their individual goals. The firm’s success is built on professionalism, transparency, and personalized service. Northbridge Wealth emphasizes teamwork, growth, and the highest ethical standards, ensuring that both clients and employees thrive in a supportive environment.