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Investment Operations Associate Jobs in Charleston, SC

Maymont Homes

Associate, Asset Management

Charleston, SC · On-site

$15.50 - $20.50/hr

The Associate conducts financial analysis and investment modeling to inform hold/sell decisions ... operational improvement * Investment Modeling: Develop advanced financial models to assess the ...

Johnston & Murphy

Full-Time Stock Associate

Charleston, SC · On-site

$14.25 - $18.25/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

New

Maymont Homes

Associate, Asset Management

Charleston, SC · On-site

$15.50 - $20.50/hr

The Associate conducts financial analysis and investment modeling to inform hold/selldecisions ... operational improvement * Investment Modeling: Develop advanced financial models to assess the ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Charleston, SC

Investment Operations Associate information

See Charleston, SC salary details

$20.9K

$92.2K

$202.7K

How much do investment operations associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment operations associate in Charleston, SC is $92,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,700.00 and $111,600.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the most commonly searched types of Investment Operations jobs in Charleston, SC?

The most popular types of Investment Operations jobs in Charleston, SC are:

What job categories do people searching Investment Operations Associate jobs in Charleston, SC look for?

The top searched job categories for Investment Operations Associate jobs in Charleston, SC are:

What cities near Charleston, SC are hiring for Investment Operations Associate jobs?

Cities near Charleston, SC with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Charleston, SC as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $92,162 per year, or $44.3 per hour.

Client Service Associate

Apollon Wealth Management

Mount Pleasant, SC • On-site

$13.75 - $19/hr

Full-time

Re-posted 19 days ago

Job description

Client Service Associate
Reports to: SVP of Custodial Operations
Status: Exempt
Hybrid 
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. 

Duties:
Core Operational Support
  • Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including:
    • New account openings
    • Money movement requests
    • Account transfers (ACATs and non-ACATs)
    • Address changes and account updates
    • Client distributions and RMDs
    • Contributions and deposits
    • General account service requests
  • Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience.
  • Document, track, and complete all assigned tasks with accuracy and attention to detail.
  • Ensure all activities adhere to regulatory and firm compliance standards.

Custodian & Internal Coordination
  • Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James.
  • Coordinate with internal teams to ensure timely and seamless processing across departments.
  • Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders.

Brokerage & Direct-Held Support
  • Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships.
  • Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations.
  • Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission.
  • Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation.

Complex Case Management & Escalations
  • Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues.
  • Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience.
  • Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies.

Process Improvement & Documentation
  • Help document, update, and maintain departmental processes and procedures.
  • Identify opportunities to improve efficiency and streamline workflows.
  • Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices.

Minimum Education:
  • College degree

Skills and Experience:
  • 3+ years recent financial services industry experience required
  • Self-starter and motivated to learn
  • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
  • Embraces working on a team
  • Strong communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Experience servicing and opening accounts on a custodial platform required
  • Industry licensing (not required)
  • Skilled in multi-tasking, follow-up, and managing priorities effectively
  • Strong analytical, problem solving, and organizational skills

 

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