Client Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with Financial Planners and Wealth Advisors.

• Oversee all operational and administrative elements of client relationships.

• Ensure the onboarding process for new clients is completed in a timely manner.

• Maintain and update client information in CRM software.

• Liaise with custodians to address operational requirements.

• Manage all client-related documentation.

• Conduct regular maintenance for existing client accounts.

• Assist in managing portfolio database software.

• Identify opportunities to enhance the firm’s processes.

• Contribute to the recruitment, hiring, training, and mentoring of the Operations team.

⛳️ Requirements

• Bachelor’s degree.

• 1-2 years of relevant work experience (candidates with less or no experience are welcome to apply).

• Understanding of the operational requirements of an independent wealth management firm.

• Exceptional organizational abilities.

• Strong reliability.

• Clear and confident communication skills.

• Comfort and aptitude with technology.

• Service-oriented mindset.

🏝️ Benefits

• Flexible work schedule.

• Health insurance.

• 401(k) plan with a 5% company match and immediate vesting.

• Paid parental leave (12 weeks or 8 weeks full-time + 8 weeks half-time).

• Sponsorship for professional development.

• Complimentary portfolio management services.

• Provision of tech and home office supplies.