Financial Operations Associate

Job Description

Job Description

Our client, Persium Group, is adding a Financial Operations Associate to join their collaborative team in Atlanta. This hybrid role (3 days in-office, 2 days remote) offers the opportunity to play a key role in delivering exceptional client service, supporting financial advisors, and ensuring seamless operational excellence.

In this role, you’ll interface directly with wealth management clients, provide compliance support, and assist the Director of Operations in managing general business operations. Success in this position requires outstanding organizational and time management skills, extremely high attention to detail, strong written and verbal communication skills, and the ability and desire to work with a dynamic team.

The ideal candidate will have at least two years of experience in financial services within a highly regulated environment (SEC, FINRA, state regulatory bodies). This role is critical in ensuring smooth operational workflows, supporting advisors, and delivering an exceptional client experience.

JOB RESPONSIBILITES

Client Service Support

• Manage incoming service requests from clients and relationship managers (e.g., account applications, custodial paperwork, money movements, etc.) while delivering superior customer service
• Promptly process client transactions, including deposits and distributions, ensuring compliance with regulatory standards
• Facilitate account opening, transfers, and investment funding processes, adhering closely to standardized practices and procedures while ensuring a seamless onboarding experience for clients
• Coordinate with custodians and financial institutions to resolve client issues
• Maintain up-to-date records of all transactions and communications
• Address client concerns proactively and escalate issues when necessary
• Prepare and distribute client performance reports

Operations and Compliance Support

QUALIFICATIONS AND SKILLS

COMPENSATION : $67-$75k annual salary based upon relevant experience; generous PTO policy; health insurance; 401(k) with employer match; professional development and continuing education support.

Salary : $67,000 - $75,000