Client Experience & Operations Specialist

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability 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 relationships through consistent communication and reliability.

This role emphasizes high-touch service, CRM mastery, and the ability to pivot between tasks without losing momentum to ensure a smooth client experience and operational excellence.

Qualifications

• 3+ years of operations experience in wealth management or executive administrative roles.
• Strong organizational, communication and relationship-building skills with a proactive mindset.
• Comfort with technology and CRM systems; proficiency in Microsoft Office Suite.
• High attention to detail, confidentiality and follow-through.
• Ability to thrive in a fast-paced, high-volume environment with professionalism.
• Natural curiosity and drive to learn and grow.

Responsibilities

• Provide front-to-back operational support for complex account openings, ensuring onboarding, documentation accuracy, and prompt resolution of issues.
• Become a trusted contact by managing 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 suggesting process improvements.
• Multitask effectively while maintaining accuracy and keeping big-picture goals in view.

Skills

Operations experience

Wealth management

Client communication

CRM proficiency

Multitasking

Attention to detail

Tools

Microsoft Office Suite

CRM software

Job description

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

This role emphasizes high-touch service, CRM mastery, and the ability to pivot between tasks without losing momentum to ensure a smooth client experience and operational excellence.