Oneascent Holdings

Description:

Reports To: Director of Advisor Adoption

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial

decisions with their values—and we take that mission seriously, even if we don't take

ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients

across the country, and we believe excellent work done with the right heart posture can

change lives. Our culture is shaped by five core values we actually live out (not just hang on

the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry

(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First

—Always

What It Takes to Win in This Role

Client & Account Operations

• Execute and manage client account operations including new account applications, paperwork processing, onboarding, money movement, account maintenance, and custodian coordination.
• Maintain existing client accounts and ensure accuracy of all account data and documentation.
• Validate required documents and update systems accordingly, following data governance standards.
• Correct errors, maintain high data quality, and meet departmental performance standards for accuracy, timeliness, and compliance.

Client Service & Experience Enablement

• Serve as a primary point of contact for account-related inquiries and enable a high-quality client experience that supports advisor-led engagement and communications.
• Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
• Assist clients with portal usage and execute experience-enhancing initiatives, including on-site support.
• Keep the client's needs first in every interaction.

Meeting Preparation & Follow-Up

• Prepare advisors for client meetings by assembling agendas, reports, and documentation.
• Own post-meeting follow-up by tracking action items to completion.
• Coordinate with internal teams to ensure timely execution and seamless handoffs.
• Anticipate advisor and client needs to keep engagements moving forward.

Requirements:

What You Bring to the Table

Required Qualifications

• Associate's or Bachelor's degree in business or a related field. 4-6 years of operations or client services experience in wealth management or financial services.
• Strong organizational, project management, and attention-to-detail skills.
• Proficiency in portfolio management, CRM systems, and Microsoft Office.

Preferred Qualifications

• Series 7 and 66 licenses.
• RIA or wealth management operations experience.
• Familiarity with multiple custodial platforms such as Schwab and Fidelity.
• Financial planning software knowledge and a client service or hospitality background.