Client Onboarding & Operations Specialist

Pinion; Wichita (KS); 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 and holidays

Flexible work arrangements

Paid parental leave

Job summary

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

In this fast-paced, high-volume role, you will own front-to-back operations, support advisors with client materials, master CRM tools, and continuously seek ways to improve processes for a seamless client experience.

Qualifications

• 3+ years of operations experience in wealth management and/or executive-level 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 while maintaining quality.

Responsibilities

• Provide front-to-back operational support for complex account openings, ensuring onboarding, complete documentation, and rapid issue resolution.
• Become a trusted contact, delivering exceptional client experiences via high-volume communications.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Own operational excellence by mastering CRM tools and resolving client service issues in a dynamic setting.
• Learn proactively, ask thoughtful questions, and identify process improvements for better client outcomes.
• Multitask effectively while maintaining accuracy and keeping the big picture in view.

Skills

organizational skills

communication

relationship-building

proactive mindset

CRM proficiency

MS Office Suite

attention to detail

multitasking

learning mindset

Tools

CRM systems

Microsoft Office Suite

Job description

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

In this fast-paced, high-volume role, you will own front-to-back operations, support advisors with client materials, master CRM tools, and continuously seek ways to improve processes for a seamless client experience.