Client Operations & Wealth Support Specialist

Brio Financial Group; San Francisco (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Brio Financial Group is seeking a Client Operations Specialist in San Francisco to support the day-to-day servicing of clients and maintain accounts. You will assist the Associate Wealth Advisor, Wealth Advisor, and Founder, handling client requests and ensuring timely processing of paperwork.

The role requires coordinating meetings, updating the CRM, and maintaining client files in Box, with a focus on accuracy and proactive communication for Advisors and clients alike.

Qualifications

• Bachelor's degree in business, accounting, finance, economics, or related field.
• 1+ year of client service and/or operations experience handling paperwork.
• Proficiency in MS Excel, Word, and Outlook; plus Practifi, Orion, eMoney, GoTo, Schwab Advisor Center & DocuSign.

Responsibilities

• Initiate and field client service calls.
• Schedule client meetings and coordinate events; monitor scheduling emails.
• Back-up answer, screen and transfer inbound calls; set messages as needed.

Skills

Client service

Operations

CRM

Scheduling

Education

Bachelor's degree in business/finance/related field

Tools

Practifi

Orion

eMoney

GoTo

Schwab Advisor Center

DocuSign

MS Excel

MS Word

Outlook

Job description

Brio Financial Group is seeking a Client Operations Specialist in San Francisco to support the day-to-day servicing of clients and maintain accounts. You will assist the Associate Wealth Advisor, Wealth Advisor, and Founder, handling client requests and ensuring timely processing of paperwork.

The role requires coordinating meetings, updating the CRM, and maintaining client files in Box, with a focus on accuracy and proactive communication for Advisors and clients alike.