Client Operations & Onboarding Specialist

Pennington Partners & Co.; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Base salary + target bonus

Robust benefits package

401K plan with employer match

HSA plan with employer contribution

Job summary

Pennington Partners is seeking a Client Service Operations Associate to centralize operational support for Client Relationship Officers. You will own account opening, ACAT and custodian tasks, Addepar administration, and reporting across advisory relationships.

The role offers growth with the potential to expand responsibilities as the firm scales, and requires proactive communication, strong project management, and the ability to build processes from scratch.

Qualifications

• Strong communication and project management required.

Responsibilities

• Own account opening, ACAT and custodian workflows.
• Coordinate onboarding, reporting, and documentation for CROs.
• Produce regular, clear reporting to stakeholders.
• Assist with capital calls, subscriptions, K-1s tracking, and CPA-ready packages.
• Support onboarding and onboarding-related tasks across teams.

Skills

Strong communication

Project management

Self-starter

Multitasking

Organization

Analytical ability

Microsoft Office

CRM familiarity

Education

Bachelor’s degree in business/finance

Tools

Addepar

Salesforce

Attio

Nevis

Microsoft Excel

Job description

Pennington Partners is seeking a Client Service Operations Associate to centralize operational support for Client Relationship Officers. You will own account opening, ACAT and custodian tasks, Addepar administration, and reporting across advisory relationships.

The role offers growth with the potential to expand responsibilities as the firm scales, and requires proactive communication, strong project management, and the ability to build processes from scratch.