Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes**
Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience**
Support financial advisors with account administration and client follow-up to enhance service delivery**
Liaise with custodians to resolve issues efficiently and maintain operational excellence**
Maintain accurate records and ensure compliance standards are met while providing polished, professional client service

Minimum of 3 years of professional experience in wealth management, RIA, or broker-dealer environments.
Hands-on experience with custodial platforms such as Charles Schwab and/or Fidelity.
Proven track record in client-facing financial services roles.
Strong understanding of investment account structures and financial planning workflows.
Proficiency in end-to-end account lifecycle management, including openings, transfers, maintenance, and closures.
Advanced ability to prepare and review client documentation with high accuracy.
Ability to manage multiple client requests simultaneously while consistently meeting deadlines.
High level of discretion and professionalism when handling sensitive client information.
Proficiency with CRM systems, portfolio management software, and document management tools.
Advanced Microsoft Office or Google Workspace skills, with particular strength in Excel/Sheets.
Bachelor’s degree from an accredited institution required.
Ability to liaise effectively with custodians to resolve operational issues efficiently.

Access to a $200k+ perk marketplace with instant discounts on 150+ services**
Access up to 50% of approved earnings before payday (no credit checks or fees)**
On-time, in-currency pay

Client Operations Specialist

Key skills