Client Service & Operations Specialist

Vaco by Highspring; Worthington (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Vaco by Highspring in Worthington, OH is seeking a Client Service & Operations Specialist to support financial advisors and deliver an outstanding client experience. The role handles account administration, operations, and service tasks with a strong emphasis on accuracy, confidentiality, and professional client interactions.

A Series 6 license is required, with Ohio Life & Health license preferred; long-term career growth is offered.

Qualifications

• Five+ years of experience in wealth management, financial services, or advisory environments.
• Strong desire to build a long-term career in wealth management and financial planning.
• Active Series 6 license required.
• Ohio Life & Health license preferred or willingness to obtain after hire.
• Bachelor's degree in Finance, Accounting, Business, or related field preferred.
• Strong organizational skills with exceptional attention to detail.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to provide a high-touch, service-oriented experience to clients.

Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service via phone, email, and in-person interactions.
• Prepare, process, submit, and monitor account paperwork from initiation through completion.
• Coordinate account maintenance requests, transfers, cashiering activities, and other client service needs.
• Maintain accurate client and financial information within internal systems.
• Schedule appointments and coordinate client meetings.
• Support advisors before, during, and after client meetings, including follow-up on action items.
• Prepare client correspondence and proactively communicate regarding outstanding requests.
• Maintain organized electronic client files and documentation in accordance with regulatory and company standards.
• Assist with client events, educational seminars, marketing initiatives, and referral activities.
• Help improve office workflows, operational processes, and efficiency initiatives.
• Collaborate with team members to ensure seamless service delivery and an outstanding client experience.
• Handle sensitive and confidential information with professionalism and discretion.
• Assist with special projects and additional responsibilities as assigned.

Job description

Compensation: $60,000-$90,000 annually, based on experience, plus bonus potential

Client Service & Operations Specialist

Location: Worthington, OH

Schedule: On-Site

Compensation: $60,000-$90,000 annually, based on experience, plus bonus potential

We are seeking a Client Service & Operations Specialist to support financial advisors and deliver an exceptional client experience. This individual will serve as a key point of contact for clients while managing account administration, operations, and service-related activities. The ideal candidate is detail-oriented, client-focused, and committed to building a long-term career within wealth management and financial planning.

Key Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service via phone, email, and in-person interactions.
• Prepare, process, submit, and monitor account paperwork from initiation through completion.
• Coordinate account maintenance requests, transfers, cashiering activities, and other client service needs.
• Maintain accurate client and financial information within internal systems.
• Schedule appointments and coordinate client meetings.
• Support advisors before, during, and after client meetings, including follow-up on action items.
• Prepare client correspondence and proactively communicate regarding outstanding requests.
• Maintain organized electronic client files and documentation in accordance with regulatory and company standards.
• Assist with client events, educational seminars, marketing initiatives, and referral activities.
• Help improve office workflows, operational processes, and efficiency initiatives.
• Collaborate with team members to ensure seamless service delivery and an outstanding client experience.
• Handle sensitive and confidential information with professionalism and discretion.
• Assist with special projects and additional responsibilities as assigned.

Qualifications

• 5+ years of experience within wealth management, financial services, or financial advisory environments.
• Strong desire to build a long-term career in wealth management and financial planning.
• Active Series 6 license required.
• Ohio Life & Health License preferred or willingness to obtain after hire.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• Strong organizational skills with exceptional attention to detail.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to provide a high-touch, service-oriented experience to clients.
• Demonstrated professionalism, integrity, accountability, and compassion.

Preferred Qualifications

• Series 7 license.
• Experience supporting financial advisors and high-net-worth clientele.
• Experience managing multiple priorities in a fast-paced, client-focused environment.

Technology Skills

• Microsoft Office Suite
• CRM systems and client account management platforms

Why Join Us?

This is an opportunity to join a collaborative and client-focused team where service excellence is a top priority. The role offers long-term growth potential, direct exposure to financial planning and wealth management operations, and the opportunity to make a meaningful impact on both clients and the organization.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law.

The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

AI Use Notice

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations; and
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).