Client Operations Specialist

About the Role

This position represents a partner firm seeking a Client Operations Specialist located in the United States. The role suits an organized and detail-focused professional passionate about streamlining processes, implementing structure, and delivering outstanding client service. You will manage key operational processes that support sophisticated financial client relationships.

Key Accountabilities

• Collaborate closely with financial planners and wealth advisors to oversee operational and administrative activities related to client accounts.
• Take full responsibility for handling complex client workflows, including onboarding processes with multiple stakeholders, ensuring timely and accurate completion.
• Keep client information up to date within CRM systems and help enhance the efficiency of operational workflows.
• Coordinate with custodians and external partners to promptly resolve operational issues.
• Manage client documentation, electronic signatures, and other account-related procedures securely and efficiently.
• Maintain and support account maintenance tasks such as openings, closures, contributions, distributions, transfers, rollovers, beneficiary updates, and other client service requests.
• Monitor portfolio management systems to guarantee precise tracking and reporting of client data.
• Contribute proactively to administrative tasks and identify opportunities for process improvements within the team.
• Assist with developing, training, and mentoring new operations team members as the company expands.

Candidate Profile and Requirements

• Bachelor's degree is mandatory.
• Preferably 1 to 2 years of relevant experience in financial services, wealth management, RIAs, custodial services, or banking; however, candidates with strong potential and transferable skills are welcome.
• Excellent organizational abilities with a knack for creating systems that keep intricate workflows organized and on track.
• A strong sense of ownership with demonstrated reliability and ability to work independently to meet commitments.
• Outstanding written and verbal communication skills, especially for remote collaboration.
• Proficiency and comfort with technology and a proactive approach to leveraging digital tools to enhance operational efficiency.
• Customer service oriented with the goal of supporting clients and team members effectively.
• Ability to collaborate effectively within a remote and distributed team environment.
• Positive, adaptable attitude with eagerness to take on diverse responsibilities.

Compensation and Benefits

• Competitive annual salary ranging from $62,000 to $72,000, depending on experience and qualifications.
• Fully remote work opportunity available anywhere in the continental U.S.
• Flexible work hours with a culture based on trust rather than strict policies; no formal vacation or sick day limits.
• Company-provided health insurance with employer contribution covering at least 66% of premiums.
• Additional dental, vision, and long-term disability insurance coverage.
• 401(k) plan with a company match of 5% and immediate vesting.
• Paid parental leave options available to eligible employees.
• Annual stipend for professional development activities including certifications, conferences, and continued education.
• Access to portfolio management services using the same client investment platform.
• Stipends for technology equipment and home office expenses.
• Wellness programs promoting balance, health, and team engagement.
• Fully paid five-week sabbatical after seven years of service and every five years thereafter.

Additional Information

This role is facilitated through an AI-assisted screening process ensuring fair and objective candidate review, with final hiring decisions made by the partner company. Applicants should expect the internal team to manage subsequent interview and assessment stages independently.

By applying, candidates acknowledge processing of their personal data under applicable data protection laws, including GDPR. AI tools may be used to assist in reviewing applications but will not replace human judgment in final selections.