Hiring: Wealth Operations & Compliance Associate Company: Solyco Capital Location: Birmingham, MI Job Posted Time: 2026-09-11 13:11:47 Employment Type: Full-time / On-site Target Skills & Keywords : Microsoft Office, Wealth Management About the job Experience: •3 years of experience in financial services, wealth management, banking, operations, compliance, or a related support role preferred. Required Skills: •Working closely with Wealth Advisors and the Compliance team, this individual plays an important role in delivering exceptional client experience while supporting efficient business operations. •Serve as a primary point of contact for routine client service and administrative needs, including meeting coordination and follow-up. •Support account openings, transfers, beneficiary changes, account maintenance, and other client requests from initiation through completion. •Maintain accurate client records and documentation within CRM and document management systems. •Coordinate with custodians, third-party vendors, advisors, and internal teams to support day-to-day Wealth Advisory operations. •Support client onboarding and compliance requirements, including KYC, AML, disclosures, and other required documentation. •Review and maintain client files to support compliance reviews, audits, regulatory examinations, and reporting. •Identify opportunities to improve workflows, operational efficiency, and the overall client experience. Qualifications: •Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field preferred. •1–3 years of experience in financial services, wealth management, banking, operations, compliance, or a related support role preferred. •Strong organizational, communication, and problem-solving skills with exceptional attention to detail and discretion. •Proficiency in Microsoft Office and experience with CRM or document management systems. •Operational familiarity with wealth management operations, custodial platforms, SEC/FINRA requirements, and AML/KYC processes is a plus. Compensation: •Solyco Capital is a private equity group that provides capital solutions for late-stage startups and growth companies Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!