Client-First Wealth Operations Lead

Maslow Wealth Advisors; Austin (TX); Vor Ort; USD 75.000 - 105.000; Vollzeit

Zusammenfassung

Maslow Wealth Advisors is seeking a Senior Operations Specialist to support client relationships and partner with advisors across custodial, portfolio management, and CRM platforms. You will own onboarding, account activity, and problem-solving to improve efficiency and client experience.

The role emphasizes proactive improvements, strong attention to detail, and a collaborative approach to scaling firm operations as the client base grows.

Qualifikationen

• 3+ years of experience in wealth management, financial services, or a similar operational/client service role
• Familiarity with Schwab, Fidelity, Black Diamond, and Wealthbox strongly preferred
• Strong understanding of investment account operations, including account opening, transfers, and trading
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Comfortable working directly with clients and building trusted relationships
• Ability to manage multiple priorities and take ownership of projects from start to finish
• Proactive problem solver who enjoys figuring things out rather than simply following a checklist
• Series 65 license is a plus, but not required

Aufgaben

• Serve as a dedicated operational point of contact for assigned client relationships
• Work closely with advisors to provide a high level of service and support to clients
• Manage and coordinate new client onboardings, account openings, money movements, transfers, and other account-related activities
• Assist with client trading and portfolio-related operational needs
• Coordinate with custodians, investment platforms, and other outside partners
• Maintain accurate client records and ensure operational tasks are completed timely and accurately
• Help troubleshoot client and account issues and see them through to resolution
• Support ongoing client service needs and proactively identify ways to improve the client experience
• Contribute to the development of scalable systems, procedures, and best practices as the firm grows

Kenntnisse

Client service

Wealth management

Relationship building

Attention to detail

Communication

Multi-tasking

Process improvement

Problem solving

Series 65

Tools

Schwab

Fidelity

Black Diamond

Wealthbox

Jobbeschreibung

Maslow Wealth Advisors is seeking a Senior Operations Specialist to support client relationships and partner with advisors across custodial, portfolio management, and CRM platforms. You will own onboarding, account activity, and problem-solving to improve efficiency and client experience.

The role emphasizes proactive improvements, strong attention to detail, and a collaborative approach to scaling firm operations as the client base grows.