Client Success & Onboarding Specialist

Pinion; Bozeman (MT); On-site; USD 27,552 - 48,216; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k / Profit sharing

Paid time off

Paid holidays

Flexible work arrangements

Paid parental leave

Job summary

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision, while nurturing strong relationships through consistent communication and a high-touch service approach.

The role demands comfort with technology, CRM systems, and multitasking in a fast-paced environment. Join a firm that values client-centric service, growth opportunities, and a comprehensive benefits package.

Qualifications

• 3+ years of operations experience in wealth management and/or executive-level administrative experience.
• Strong organizational, communication, and relationship-building skills, with a proactive mindset.
• Comfort with technology and CRM systems; proficiency in Microsoft Office Suite.
• High attention to detail, confidentiality, and follow-through.
• Ability to thrive in a fast-paced, high-volume environment while maintaining quality and professionalism.

Responsibilities

• Provide front-to-back operational support for complex account openings, ensuring the client is successfully onboarded, documentation is complete and accurate, technical issues are resolved, and questions are answered promptly.
• Become a trusted point of contact and deliver exceptional client experiences by managing a high volume of communications and service requests with speed and precision.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Own operational excellence by mastering CRM tools and proactively resolving client service issues in a dynamic environment.
• Demonstrate initiative by actively learning, asking thoughtful questions, and seeking out ways to improve processes and client outcomes.
• Multitask effectively while maintaining accuracy and the ability to step back and see the big picture.

Skills

Operations experience

Client service

CRM systems

Microsoft Office

Attention to detail

Multitasking

Tools

CRM systems

Microsoft Office Suite

Job description

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision, while nurturing strong relationships through consistent communication and a high-touch service approach.

The role demands comfort with technology, CRM systems, and multitasking in a fast-paced environment. Join a firm that values client-centric service, growth opportunities, and a comprehensive benefits package.