What are the responsibilities and job description for the Client and Operations Associate position at Barron Financial Group?
At Barron Financial Group, our mission is to make a positive, life-giving difference in the lives of our clients and their loved ones. We help them envision their dreams and create a comprehensive plan to grow, protect, and transfer their wealth. This is delivered with the highest level of personal service and professional integrity.
This is a full-time, on-site role located in Columbia, SC for a Client and Operations Associate. The Associate will be responsible for providing high-level customer service, assisting with daily operations, managing client communications, and supporting analytical tasks. The role requires attention to detail and excellent interpersonal skills to interact with clients and team members.
- Strong operations skills
- Excellent interpersonal and communication skills
- Proficiency in analytical skills
- Exceptional customer service skills
- Ability to work on-site in Columbia, SC
- Bachelor's degree in Business, Finance, or related field is preferred
- Experience in financial services or related industry is a plus
- Proactive attitude and ability to multitask