Client Service & Operations Associate

Client Service & Operations Specialist

Location: Raleigh, North Carolina (On-site)

Why Join Belle View Wealth?

Join a growing independent wealth management firm where you'll have the opportunity to make a meaningful impact from day one. At Belle View Wealth, you'll work directly with clients, collaborate closely with the firm's Managing Director, and play an important role in shaping the client experience and the future of the firm.

If you're looking for a career—not just a job—and enjoy delivering exceptional service in a collaborative, high-integrity environment, we'd love to meet you.

Company Description

Belle View Wealth is an independent wealth management and financial planning firm based in Raleigh, North Carolina, dedicated to helping individuals and families make thoughtful, informed financial decisions.

We work primarily with retirees, individuals approaching retirement, and families seeking comprehensive guidance in investment management, retirement planning, tax-aware financial planning, Roth conversion strategies, cash flow planning, and long-term wealth preservation.

Our philosophy is simple: every client deserves advice that is thoughtful, objective, and tailored to their unique goals and circumstances. We believe lasting relationships are built through trust, responsiveness, attention to detail, and exceptional service.

As Belle View Wealth continues to grow, we are seeking a professional who shares our commitment to delivering an exceptional client experience while helping build a firm known for excellence, integrity, and personalized advice.

Position Overview

Belle View Wealth is seeking a full-time Client Service & Operations Specialist to become an integral member of our team.

Working closely with the firm's Managing Director, you'll serve as one of the primary points of contact for clients while helping oversee the day-to-day operational excellence of the firm. This role combines exceptional client service with operational responsibility and offers the opportunity to make a meaningful impact on both the client experience and the continued growth of Belle View Wealth.

During the first two to three months, while our permanent office is being completed, we'll offer a flexible work schedule from our temporary workspace. Once our new office is ready, this position will transition to a full-time, on-site role in Raleigh.

The ideal candidate is highly organized, detail-oriented, personable, proactive, and enjoys taking ownership of responsibilities. Success in this role requires someone who communicates professionally, thrives in a collaborative environment, and genuinely enjoys helping clients.

Primary Responsibilities

• Deliver exceptional service by responding promptly and professionally to client requests and questions.
• Assist with new client onboarding, account openings, account maintenance, transfers, distributions, beneficiary updates, and other client service requests.
• Coordinate with Fidelity and other financial institutions to resolve account and operational matters efficiently.
• Prepare, review, and process client paperwork accurately while ensuring all documentation is complete and compliant.
• Proactively follow up with clients regarding outstanding paperwork, account transfers, and service requests.
• Maintain accurate client information within the firm's CRM and other technology platforms.
• Schedule client meetings and assist with meeting preparation, follow-up tasks, and client communications.
• Assist in preparing financial planning, investment, and client presentation materials.
• Track workflows and outstanding tasks to ensure requests are completed accurately and on time.
• Identify opportunities to improve operational processes and enhance the client experience.
• Work closely with the Managing Director on a variety of client service, operational, and administrative initiatives.
• Handle confidential client information with the highest level of professionalism and discretion.

Qualifications

Required

• Outstanding client service skills and a genuine desire to help people.
• Excellent written and verbal communication skills.
• Exceptional organizational skills and meticulous attention to detail.
• Strong follow-through and the ability to manage multiple priorities simultaneously.
• Professional, dependable, personable, and comfortable communicating directly with clients.
• Self-motivated with a proactive mindset and a willingness to take ownership.
• Ability to work independently while collaborating effectively with others.
• Positive attitude and commitment to delivering an exceptional client experience.

Preferred

• Prior experience in wealth management, financial services, banking, brokerage operations, or investment client service.
• Extensive experience with Fidelity Wealthscape is a major advantage. Candidates who are proficient with account opening, transfers, account maintenance, client servicing, and operational workflows within Fidelity's advisor platform will be especially well qualified for this position.
• Experience with CRM systems, portfolio management software, financial planning applications, and document management systems.
• Familiarity with investment accounts, retirement accounts, financial planning concepts, and industry terminology.
• Associate's or bachelor's degree in business, finance, economics, or a related field is preferred, although relevant professional experience will also be considered.

Who You'll Be

The ideal candidate enjoys helping people and takes pride in delivering a level of service that consistently exceeds expectations.

You notice the details others miss. You follow through on commitments, communicate clearly, solve problems proactively, and take ownership of your work. You're equally comfortable interacting with clients, coordinating with custodians, and managing operational responsibilities behind the scenes.

Most importantly, you're looking for more than just your next job. You want to become an important part of a respected independent firm where your contributions matter and where you'll have the opportunity to build a long-term career while helping create an exceptional experience for every Belle View Wealth client.

Join Our Team

At Belle View Wealth, we believe exceptional client relationships begin with exceptional people.

If you're looking for an opportunity to join an independent wealth management firm where your work will be valued, your ideas will matter, and you'll play an important role in helping clients achieve their financial goals, we'd welcome the opportunity to get to know you.