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About the Role
We are seeking a Senior Operations Specialist to join our growing wealth management firm. This is a client-facing role for someone who enjoys building strong client relationships, partnering closely with advisors, and ensuring operational details are handled thoughtfully and efficiently. The ideal candidate has experience in a wealth management environment and is comfortable working across custodial, portfolio management, and CRM platforms. We are looking for someone who thinks beyond simply completing tasks and naturally looks for ways to improve processes, solve problems, and help the firm operate more effectively.
Responsibilities
- Serve as a dedicated operational point of contact for assigned client relationships
- Work closely with advisors to provide a high level of service and support to clients
- Manage and coordinate new client onboardings, account openings, money movements, transfers, and other account-related activities
- Assist with client trading and portfolio-related operational needs
- Coordinate with custodians, investment platforms, and other outside partners
- Maintain accurate client records and ensure operational tasks are completed timely and accurately
- Help troubleshoot client and account issues and see them through to resolution
- Support ongoing client service needs and proactively identify ways to improve the client experience
- Contribute to the development of scalable systems, procedures, and best practices as the firm grows
Requirements
- 3+ years of experience in wealth management, financial services, or a similar operational/client service role
- Familiarity with Schwab, Fidelity, Black Diamond, and Wealthbox strongly preferred
- Strong understanding of investment account operations, including account opening, transfers, and trading
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Comfortable working directly with clients and building trusted relationships
- Ability to manage multiple priorities and take ownership of projects from start to finish
- Proactive problem solver who enjoys figuring things out rather than simply following a checklist
- Series 65 license is a plus, but not required
Skills
- Client-focused
- Detail-oriented
- Entrepreneurial approach to operations
- Process improvement
- Problem-solving
- Client relationship management
- Advisor partnership
- Custodial platforms
- Portfolio management platforms
- CRM platforms
Experience Level
- Senior