Client Experience & Operations Specialist

Pinion; Jackson (MO); On-site; USD 27,552 - 48,216; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

401k / Profit Sharing

Paid Time Off & Holidays

Flexible work arrangements

Paid parental leave

Job summary

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision while nurturing strong relationships through consistent communication and reliable, high-touch service.

The role emphasizes front-to-back operational support, collaboration with financial advisors, and mastery of CRM tools in a fast-paced environment. A proactive mindset and excellent organization are essential.

Qualifications

• 3+ years of operations or executive administrative experience in wealth management.
• Strong organizational and communication skills with a proactive mindset.
• Proficiency with Microsoft Office and CRM systems.
• Ability to multitask in a fast-paced, high-volume environment.

Responsibilities

• Provide front-to-back operational support for complex account openings.
• Manage a high volume of communications and service requests with speed and precision.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Master CRM tools and proactively resolve client service issues in a dynamic environment.
• Demonstrate initiative by learning, asking questions, and improving processes.
• Multitask effectively while maintaining accuracy and the big picture.

Skills

Operations experience

Client communications

CRM proficiency

Attention to detail

Multitasking

Tools

CRM systems

Microsoft Office

Job description

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision while nurturing strong relationships through consistent communication and reliable, high-touch service.

The role emphasizes front-to-back operational support, collaboration with financial advisors, and mastery of CRM tools in a fast-paced environment. A proactive mindset and excellent organization are essential.