Client Operations Specialist — Onboarding & Process Optimizer

Geometric Wealth Advisors, LLC; United States; Remote; USD 62,000 - 72,000; Full time

Benefits offered by this job

Flexible work schedule

Health insurance

401(k) with 5% company match

Family leave

Professional development sponsorship

Portfolio management (optional)

Tech/home office stipend

Wellness Wednesdays

Sabbaticals

Job summary

Geometric Wealth Advisors, LLC seeks an Operations Specialist to support client service and core workflows across the firm. You will work with Financial Planners and Wealth Advisors to manage onboarding, client records in PractiFi, and CRM workflow creation.

The role emphasizes reliability, organization, and strong communication, with opportunities to grow into senior roles or CFP-related tracks. This is a full-time, remote position serving clients nationwide.

Qualifications

• Bachelor’s degree required and 1–2 years of relevant work experience preferred.
• Operational needs of an independent wealth management firm understood or eagerness to learn.
• Exceptional organizational skills with ability to develop processes.
• Airtight reliability and commitment to follow through.
• Clear, confident written communication, especially in a remote setting.
• Aptitude for and comfort with technology to improve internal processes.
• Service-minded approach to clients and team.
• Friendly, collaborative and professional demeanor.

Responsibilities

• Work with Financial Planners and Wealth Advisors to manage operational and administrative tasks.
• Own onboarding workflows and ensure milestones are met across multiple teams.
• Maintain and update client records in PractiFi CRM.
• Collaborate on creating and updating CRM workflows.
• Coordinate with custodians (Charles Schwab) to fulfill client/firm needs quickly.
• Manage client forms, e-signatures, and paperless processes.
• Perform regular maintenance for existing clients (accounts, contributions, distributions, wires, transfers).
• Support Orion Advisor Services portfolio data and reporting.
• Be a versatile team member handling various administrative tasks.
• Identify process improvements and advocate for changes.
• Assist in recruiting, hiring, and mentoring Operations team members.

Skills

Operational experience

Organizational skills

Reliability

Written communication

Technology aptitude

Client service mindset

Team collaboration

Attention to detail

Education

Bachelor's degree

Job description

Geometric Wealth Advisors, LLC seeks an Operations Specialist to support client service and core workflows across the firm. You will work with Financial Planners and Wealth Advisors to manage onboarding, client records in PractiFi, and CRM workflow creation.

The role emphasizes reliability, organization, and strong communication, with opportunities to grow into senior roles or CFP-related tracks. This is a full-time, remote position serving clients nationwide.