Client Operations Specialist
New
Fully remote position available anywhere within the continental United States.Full-TimeMiddle
Salary62,000 - 72,000 USD per year
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Job Details
- Experience
- 1–2 years
- Required Skills
- Customer serviceCRM
Requirements
- Bachelor’s degree.
- 1–2 years of relevant professional experience preferred, or strong potential with transferable skills.
- Experience in wealth management, financial services, registered investment advisors (RIA), custodial services, banking, or related industries preferred.
- Exceptional organizational skills with the ability to create systems that keep complex workflows on track.
- Strong ownership mentality with a proven ability to follow through on commitments and manage responsibilities independently.
- Excellent written and verbal communication skills, especially in a remote working environment.
- Comfortable using technology and motivated to identify ways digital tools can improve operational efficiency.
- Strong customer service mindset with a commitment to supporting both clients and teammates.
- Ability to collaborate effectively in a remote, distributed team environment.
- Positive attitude, adaptability, and willingness to take on a variety of responsibilities.
Responsibilities
- Partner with financial planners and wealth advisors to manage operational and administrative activities across client relationships.
- Own and coordinate complex client workflows, including onboarding processes involving multiple stakeholders, ensuring tasks are completed accurately and on schedule.
- Maintain and update client records within CRM systems and support the creation and optimization of operational workflows.
- Coordinate with custodians and external partners to resolve operational needs quickly and accurately.
- Manage client documentation, electronic forms, signatures, and account-related processes.
- Support ongoing account maintenance, including account openings and closures, contributions, distributions, transfers, rollovers, beneficiary updates, and other client requests.
- Monitor portfolio data systems to ensure accurate tracking and reporting of client information.
- Act as a resourceful team contributor by supporting administrative needs and identifying opportunities to improve processes.
- Help develop, train, and mentor future operations team members as the organization continues to grow.
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