Client Operations Specialist: Accounts & Money Movement

Great Waters Financial; Shoreview (MN); On-site; USD 50,000 - 63,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) with employer matching

Employer-provided HSA

Life Insurance and AD&D

Long-Term Disability

Estate Plan through Great Waters

Annual wellness stipend

Vacation and Sick Time

10 paid company holidays

Discretionary annual bonus opportunity

Job summary

Great Waters Financial is seeking a Client Operations Associate to support essential account tasks with precision. This role ensures accurate paperwork, money movement, and account maintenance, while owning client operational cases from intake to resolution.

You will work independently, manage multiple priorities, and collaborate with internal teams. Proficiency with Salesforce and custodian portals is preferred, and a strong eye for detail is required to deliver quality client experiences.

Qualifications

• Strong organizational skills with a high attention to detail.
• Ability to work independently, prioritize effectively, and meet deadlines.
• Comfort working across firm technology platforms, including Salesforce and custodian portals.

Responsibilities

• Paperwork prep and submission accurate to firm and custodian requirements.
• Execute money movement and account maintenance tasks with accuracy and timeliness.
• Own and manage client operational cases from intake through resolution.

Skills

Attention to detail

Independent work

Problem solving

Tools

Salesforce

Custodian portals

Job description

Great Waters Financial is seeking a Client Operations Associate to support essential account tasks with precision. This role ensures accurate paperwork, money movement, and account maintenance, while owning client operational cases from intake to resolution.

You will work independently, manage multiple priorities, and collaborate with internal teams. Proficiency with Salesforce and custodian portals is preferred, and a strong eye for detail is required to deliver quality client experiences.