Client Experience & Operations Specialist

CFO Systems Recruiting Division; Kennewick (WA); On-site; USD 63,000 - 77,000; Full time

Job summary

Latitude Wealth Management seeks an Operations Associate to join a close-knit team, delivering attentive, personal service to clients while ensuring the office runs smoothly. You will be the first point of contact for clients and support two financial advisors by handling administrative and operational tasks.

The ideal candidate is personable, organized, resourceful, and able to manage multiple priorities. Training and growth opportunities are provided in a collaborative environment.

Qualifications

• Excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail.
• Initiative, resourcefulness, and ability to work independently.
• Positive, collaborative attitude and willingness to help where needed.
• Proficiency with Microsoft Word, Excel, and Outlook; ability to learn new technology.
• Previous experience in financial services, client service, or office operations is welcome but not required.

Responsibilities

• Create a welcoming and professional client experience by answering phones, greeting visitors, and responding to client questions and requests.
• Coordinate client transactions and service requests, account transfers, and other routine financial transactions.
• Open new accounts, process account maintenance requests, and work directly with custodians to ensure timely and accurate completion.
• Maintain accurate client records and information across the firm's systems.
• Prepare materials and assist with coordination for annual client reviews and other client meetings.
• Develop, document, and maintain procedures that help the office operate consistently and efficiently.
• Take ownership of day-to-day office operations, anticipating needs and identifying opportunities to improve workflows.
• Provide administrative and operational support to both financial advisors, adapting to changing priorities while ensuring important details don't fall through the cracks.

Skills

Interpersonal skills

Organizational skills

Initiative

Team player

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Latitude Wealth Management seeks an Operations Associate to join a close-knit team, delivering attentive, personal service to clients while ensuring the office runs smoothly. You will be the first point of contact for clients and support two financial advisors by handling administrative and operational tasks.

The ideal candidate is personable, organized, resourceful, and able to manage multiple priorities. Training and growth opportunities are provided in a collaborative environment.