This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Operations Specialist based in United States.
This role is ideal for an organized, detail-oriented professional who enjoys building structure, improving processes, and delivering exceptional client service.
You will play a central role in managing the operational backbone of complex financial relationships for high-achieving clients.
Working closely with financial professionals, you will ensure client workflows move smoothly, accurately, and efficiently from onboarding through ongoing service.
The position combines operational ownership, technology-driven process improvement, and meaningful collaboration across teams.
You will have the opportunity to contribute to a growing organization where reliability, communication, and continuous improvement are highly valued.
This remote position offers a flexible environment where your work directly supports client success and long-term business growth.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Operations Specialist based in United States.
This role is ideal for an organized, detail-oriented professional who enjoys building structure, improving processes, and delivering exceptional client service.
You will play a central role in managing the operational backbone of complex financial relationships for high-achieving clients.
Working closely with financial professionals, you will ensure client workflows move smoothly, accurately, and efficiently from onboarding through ongoing service.
The position combines operational ownership, technology-driven process improvement, and meaningful collaboration across teams.
You will have the opportunity to contribute to a growing organization where reliability, communication, and continuous improvement are highly valued.
This remote position offers a flexible environment where your work directly supports client success and long-term business growth.
Accountabilities:
- 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.
- 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.
- 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.
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.
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.