Client Accounts Operations Lead

Creative Planning; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Creative Planning in Overland Park, KS, is seeking an Operations Manager to partner with Wealth Managers and Financial Planners, preparing and processing paperwork to open and maintain client accounts.

The role requires high accuracy, ability to manage multiple tasks, strong communication, and a culture of excellence. You will serve as liaison with custodians and ensure regulatory compliance, contributing to a high-volume, high-detail operation.

Qualifications

• Prior experience in financial services field.
• Ability to work in a fast-paced environment.

Responsibilities

• Accurately prepares, processes and tracks paperwork for new and existing clients
• Correctly process distributions to clients
• Successfully prioritizes and juggles multiple tasks with competing priorities
• Develop positive relationships with assigned Wealth Managers/Financial Planners
• Consistently display strong communication skills, both written and oral
• Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to client and firm
• Prepares, sends and manages online access information for clients
• Researches and resolves account related issues in a timely manner
• Acts as the liaison between Creative Planning and all custodians that we work with
• Ensure compliance with all regulatory guidelines
• Consistently meets or exceeds deadlines
• Works well independently and within a team environment with minimal supervision
• Exemplifies Creative Planning’s culture and values
• All other duties as assigned
• Excellent follow through to ensure all projects and tasks are completed accurately and on time
• High Attention to Detail

Skills

Financial services

Fast-paced environment

Job description

Creative Planning in Overland Park, KS, is seeking an Operations Manager to partner with Wealth Managers and Financial Planners, preparing and processing paperwork to open and maintain client accounts.

The role requires high accuracy, ability to manage multiple tasks, strong communication, and a culture of excellence. You will serve as liaison with custodians and ensure regulatory compliance, contributing to a high-volume, high-detail operation.