About the role

Pendleton Street describes a client-service and operations role for a financial advisory firm, covering client inquiries, onboarding, account operations, advisor support, compliance documentation, and use of AI tools where helpful. The posting is not an AI implementation or strategy role.

Requirements

• Bachelor’s degree or equivalent real-world experience
• 2-3 years in financial services, wealth management, office management, or a related field
• Strong written and verbal communication
• Proficiency with Microsoft Office, PowerPoint, and Teams
• Proficient in Slack
• Proficient in Zoom
• Proficient in AI tools such as Claude and ChatGPT
• Valid driver’s license and reliable personal transportation
• Able to lift 30 lbs unassisted and navigate multiple flights of stairs

What you'll do

• Be first point of contact for client inquiries
• Own new client onboarding
• Process investment account openings and transactions
• Prepare meeting materials and reports
• Keep records accurate and support compliance activities
• Use AI tools where they help produce better work

Where this was posted

• linkedin.com
  https://linkedin.com/jobs/view/4404302607