Client Operations Specialist

**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: 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 cont…