Client Operations Specialist — Back-Office & Onboarding Pro

Versant Capital Management, Inc.; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonuses

Generous PTO and paid sick time

Paid holidays

Paid health, dental, and vision

Paid short- and long-term disability

401(k) and profit sharing

Matching gift program

Paid parking

Team retreats and events

Job summary

Versant Capital Management, Inc. is seeking a detail-oriented Client Operations Associate for our Phoenix office. The role focuses on back-office execution, accuracy, and process management to support client portfolios.

Collaborating with Wealth Advisors and Client Service Associates, you will ensure data integrity across systems, drive operational excellence, and manage custodial requests with precision.

Qualifications

• Bachelor’s degree in finance, business, accounting, or related field (or equivalent).
• 2+ years in operations, trading, or custodial roles within a financial services firm.
• Experience with custodial platforms (e.g., Schwab, Pershing) and portfolio/reporting systems.

Responsibilities

• Execute money movement, including wires, ACH transfers, journals, and transfers.
• Submit, track, and resolve account applications, transfers, and custodial requests.
• Serve as the primary liaison with custodians to resolve operational issues.
• Own the operational side of client onboarding, including account setup and system integration.
• Ensure all documentation is complete, accurate, and compliant with firm procedures.
• Maintain and update client data across CRM, custodial, and reporting platforms.
• Maintain high standards for accuracy, timeliness, and documentation.
• Perform reconciliations and identify/resolve data inconsistencies.
• Ensure all processes follow compliance policies and internal procedures.

Skills

Attention to detail

Process-driven

Problem solving

Time management

Education

Finance/Accounting degree

Tools

Schwab Custodian

Pershing Custodian

Portfolio reporting systems

Job description

Versant Capital Management, Inc. is seeking a detail-oriented Client Operations Associate for our Phoenix office. The role focuses on back-office execution, accuracy, and process management to support client portfolios.

Collaborating with Wealth Advisors and Client Service Associates, you will ensure data integrity across systems, drive operational excellence, and manage custodial requests with precision.