Client Operations Specialist: Paperwork & Money Movements

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Employer matching

HSA

Life Insurance

AD&D

Long-term Disability

Estate Plan

Wellness Stipend

Paid Vacation

Paid Sick Leave

Company Holidays

Bonus eligibility

Job summary

Great Waters Financial seeks a Client Operations Associate to handle account paperwork, money movement, and maintenance with precision. The role supports the client experience indirectly by ensuring processes are accurate and compliant.

You will own client operational cases from intake to resolution, coordinate with custodians, and document activity in the firm’s systems. Strong organization and independence are essential.

Qualifications

• Strong organizational skills with a high attention to detail.
• Ability to work independently, prioritize effectively, and meet deadlines.
• Basic understanding of financial services, account maintenance, and custodian processes.

Responsibilities

• Own and manage client operational cases from intake through resolution.
• Monitor open cases to ensure timely follow-through and proactive communication with internal teams and custodians.

Skills

Organizational skills

Independent worker

Attention to detail

Prioritization

Tools

Salesforce

Custodian portals

Job description

Great Waters Financial seeks a Client Operations Associate to handle account paperwork, money movement, and maintenance with precision. The role supports the client experience indirectly by ensuring processes are accurate and compliant.

You will own client operational cases from intake to resolution, coordinate with custodians, and document activity in the firm’s systems. Strong organization and independence are essential.