Client Operations Specialist

The Client Operations Specialist will take ownership of critical operational workflows, ensuring accuracy, efficiency, and a seamless experience for clients and internal teams. This role requires strong organization, proactive communication, and a commitment to continuous improvement.

• 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.

Requirements:

The ideal candidate is a highly dependable and service-oriented professional who thrives in a detail-driven environment and enjoys creating scalable processes. Strong communication skills, technical comfort, and the ability to manage multiple priorities are essential.

• Bachelor’s degree required.
• 1–2 years of relevant professional experience preferred, though candidates with strong potential and transferable skills may also be considered.
• Experience in wealth management, financial services, registered investment advisors (RIA), custodial services, banking, or related industries is 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.

Benefits:

• Competitive annual base salary range of $62,000–$72,000, depending on experience and qualifications.
• Fully remote position available anywhere within the continental United States.
• Flexible work schedule with trust-based time management and no defined vacation or sick policy.
• Company-sponsored health insurance, with the employer covering at least two-thirds of premiums.
• Dental, vision, and long-term disability benefits.
• 401(k) plan with a 5% company match and immediate vesting.
• Paid parental leave options for eligible employees.
• Annual professional development stipend for certifications, conferences, and continuing education.
• Access to portfolio management services using the same investment platform provided to clients.
• Technology equipment and home office support stipend.
• Wellness initiatives designed to encourage balance, health, and team connection.
• Fully paid five-week sabbaticals after seven years with the organization and every five years thereafter.