Client Operations Manager- Wealth Management

Pursuit; Toledo (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Growth opportunities

In-office role

Job summary

Pursuit, a growing independent wealth management firm in Toledo, OH, is seeking a Client Services Associate to support advisors, handle client requests, and assist with day-to-day operations.

The role offers a collaborative, small-office environment where you can wear multiple hats. It’s an in-office position in Toledo with occasional scheduling flexibility as needed.

Qualifications

• 2+ years of financial services experience in a client service, operations, or back-office support role.
• Strong customer service and communication skills.
• Experience supporting financial advisors or wealth management professionals.
• Highly organized with strong attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable working independently while contributing to a small team.

Responsibilities

• Support advisors with account administration and client service requests.
• Provide trading support and other operational tasks as needed.
• Help ensure a seamless experience for clients in a small-office wealth management practice.

Skills

Client service experience

Communication skills

Financial services operations

Organizational skills

Multi-tasking

Independent work

Series 7 license (preferred)

Trading experience (a plus)

Job description

Join a growing independent wealth management firm in Toledo, OH that's looking to add a Client Services Associate to its team. This is an excellent opportunity for someone with financial services operations experience who enjoys supporting advisors, providing exceptional client service, and playing an integral role in the day-to-day success of a wealth management practice.

This position is ideal for someone who thrives in a collaborative, small-office environment where no two days are exactly alike. You'll support advisors with account administration, client service requests, trading support, and other operational responsibilities while helping ensure a seamless experience for clients.

Position Highlights:

• strong base salary - wide range, just depends on experience!
• Opportunity to grow alongside an established wealth management firm
• Small, collaborative team with the ability to make a meaningful impact
• Variety in day-to-day responsibilities with the opportunity to wear multiple hats
• Full-time, in-office position in Toledo with occasional scheduling flexibility as needed

Requirements & Skills:

• 2+ years of financial services experience in a client service, operations, or back-office support role
• Strong customer service and communication skills
• Experience supporting financial advisors or wealth management professionals
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Comfortable working independently while contributing to a small team
• Series 7 license preferred but not required
• Trading experience is a plus

If you're looking for an opportunity to join a growing wealth management firm where your contributions will make a real impact, we'd love to hear from you.