Client Onboarding & Operations Coordinator

Benzor Capital Wealth; Marietta (GA); On-site; USD 40,000 - 64,000; Full time

Job summary

Benzor Capital Wealth is seeking an Operations Coordinator to ensure onboarding, new business, and account implementation run smoothly and on time. You will own workflows, resolve issues, and coordinate with clients, advisors, custodians, and partners using Wealthbox CRM and related systems to support scalable client service.

The role emphasizes proactive problem-solving, process improvement, and collaboration to help our rapidly growing wealth management firm operate efficiently and accurately.

Qualifications

• 2+ years of experience in wealth management, financial services, banking, insurance, or related operations.
• Experience with client onboarding, account openings, transfers, and new business processing is strongly preferred.
• Experience with CRM, financial planning, custodial, or broker-dealer technology; familiarity with Wealthbox and eMoney is a plus.
• Strong technology skills and the ability to quickly learn and adopt new systems.

Responsibilities

• End-to-end client onboarding and new business process ownership.
• Review client documentation for accuracy and resolve NIGO items to avoid delays.
• Manage multiple client cases and workflows with accurate statuses, deadlines, and next steps in Wealthbox CRM and firm systems.
• Coordinate with clients, advisors, custodians, carriers, wholesalers, and other partners to move business efficiently to completion.
• Maintain accurate client and account information across all company channels.

Skills

Organizational skills

Problem-solving

Detail-oriented

Communication

Teamwork

Time management

Tools

Wealthbox CRM

eMoney

CRM software

Job description

Benzor Capital Wealth is seeking an Operations Coordinator to ensure onboarding, new business, and account implementation run smoothly and on time. You will own workflows, resolve issues, and coordinate with clients, advisors, custodians, and partners using Wealthbox CRM and related systems to support scalable client service.

The role emphasizes proactive problem-solving, process improvement, and collaboration to help our rapidly growing wealth management firm operate efficiently and accurately.