Senior Operations Specialist

Senior Operations SpecialistWe 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 making sure the details behind the scenes 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 also looking for someone who thinks beyond simply completing tasks — someone who naturally looks for ways to improve processes, solve problems, and help the firm operate more effectively.ResponsibilitiesServe as a dedicated operational point of contact for assigned client relationshipsWork closely with advisors to provide a high level of service and support to clientsManage and coordinate new client onboardings, account openings, money movements, transfers, and other account-related activitiesAssist with client trading and portfolio-related operational needsCoordinate with custodians, investment platforms, and other outside partnersMaintain accurate client records and ensure operational tasks are completed timely and accuratelyHelp troubleshoot client and account issues and see them through to resolutionSupport ongoing client service needs and proactively identify ways to improve the client experienceContribute to the development of scalable systems, procedures, and best practices as the firm growsQualifications3+ years of experience in wealth management, financial services, or a similar operational/client service roleFamiliarity with Schwab, Fidelity, Black Diamond, and Wealthbox strongly preferredStrong understanding of investment account operations, including account opening, transfers, and tradingExcellent attention to detail and organizational skillsStrong written and verbal communication skillsComfortable working directly with clients and building trusted relationshipsAbility to manage multiple priorities and take ownership of projects from start to finishProactive problem solver who enjoys figuring things out rather than simply following a checklistSeries 65 license is a plus, but not requiredWe're looking for someone who is client-focused, detail-oriented, and entrepreneurial in their approach to operations. The right person will be comfortable getting into the weeds when necessary while also stepping back to ask, "Is there a better way to do this?"This is an opportunity for someone who wants to have a meaningful impact on both the client experience and the way our firm operates as we continue to grow.