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Financial Operations Client Service Support

Full-Time | Huntsville, AL

Posted 04/03/2023

Overview

What makes Bridgeworth Wealth Management the #1 best place to work among financial planning firms in America? We would love to show you!

Bridgeworth Wealth Management, a fast-growing dynamic wealth management firm, is looking to expand its team. We believe our people are our greatest asset, and because of this, we have established career tracks to move us forward and be at the forefront of our industry.

Bridgeworth is nationally recognized for its company culture:

  • Ranked #1 by Investment News Best Places to Work for 50+ employees in 2023 and 2021.
  • Ranked among the fastest growing firms, 50 Growers Across America, by Citywire in 2022
  • Ranked among America’s Top 100 RIA Firms by Forbes in 2022

With offices in Birmingham and Huntsville, Alabama, our team has over 60 members, and we continue to grow. Our Huntsville office is looking for a Full-time Financial Operations Specialist. This position plays a critical role in delivering exceptional client service and supporting the firm in facilitating relationships through administrative and financial-based tasks. We are seeking someone who is professional, has excellent communication skills, and who is willing to work in a fast-paced, ever-changing environment.

Bridgeworth Wealth Management is a registered investment adviser. 

Job Description & Requirements

What You Will Do

  • Function as part of the operations team, servicing all clients of the Firm.
  • Preparing and processing firm and custodian paperwork, such as account opening and account maintenance
  • Support the workflow of our Client Service Representatives, serving as primary contact within the internal operations team.
  • Manage and track the progress and completion of submitted paperwork with our Custodians.
  • Process check deposits and money movement requests
  • Create and maintain client records in our CRM System
  • Organize and upload client files
  • Serve as a backup to our front desk receptionist, as needed
  • Other administrative duties

What We Seek

  • Bachelor’s degree required
  • Experience working in the financial industry is a plus.
  • Demonstrated proficiency in Microsoft Office Suite and ability to learn our CRM and other industry-related software
  • Ability to stay organized, multitask, set priorities, and work independently
  • Excellent written and verbal communication skills with attention to detail
  • Ability to work in a team environment.
  • Willingness to learn and master firm technology and processes
  • Will need to work in our Huntsville, AL office regularly, with remote flexibility

What We Offer

  • Competitive base salary and bonus
  • Excellent company 401(k) and matching program
  • Employee sponsored benefits
  • Generous paid vacation and holidays
  • Hybrid work flexibility
  • Work/Life balance perks

For more information or to apply, email Embree Deason or apply through LinkedIn. 

[email protected]

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