Operations Coordinator

Benzor Capital Wealth; Marietta (GA); On-site; USD 40,000 - 64,000; Full time

Job summary

Benzor Capital Wealth is seeking an Operations Coordinator to ensure onboarding, new business, and account implementation run smoothly and on time. You will own workflows, resolve issues, and coordinate with clients, advisors, custodians, and partners using Wealthbox CRM and related systems to support scalable client service.

The role emphasizes proactive problem-solving, process improvement, and collaboration to help our rapidly growing wealth management firm operate efficiently and accurately.

Qualifications

• 2+ years of experience in wealth management, financial services, banking, insurance, or related operations.
• Experience with client onboarding, account openings, transfers, and new business processing is strongly preferred.
• Experience with CRM, financial planning, custodial, or broker-dealer technology; familiarity with Wealthbox and eMoney is a plus.
• Strong technology skills and the ability to quickly learn and adopt new systems.

Responsibilities

• End-to-end client onboarding and new business process ownership.
• Review client documentation for accuracy and resolve NIGO items to avoid delays.
• Manage multiple client cases and workflows with accurate statuses, deadlines, and next steps in Wealthbox CRM and firm systems.
• Coordinate with clients, advisors, custodians, carriers, wholesalers, and other partners to move business efficiently to completion.
• Maintain accurate client and account information across all company channels.

Skills

Organizational skills

Problem-solving

Detail-oriented

Communication

Teamwork

Time management

Tools

Wealthbox CRM

eMoney

CRM software

Job description

Benzor Capital Wealth (BCap Wealth) is a growing wealth management firm committed to helping our clients achieve financial freedom through comprehensive financial planning, investment management, insurance solutions, and exceptional service.

Behind every great client experience is an operation that runs smoothly.

We are seeking an Operations Coordinator who is energized by making things work better. This individual will play an important role in ensuring our client onboarding, new business, account implementation, and ongoing operational processes are completed accurately, efficiently, and on time.

We are looking for a go-getter—someone who takes ownership, follows through, solves problems, and is constantly thinking about how things can be done better. This is an opportunity for someone who wants to help build an exceptional operation while growing alongside a rapidly growing wealth management firm.

Operations Coordinator

Benzor Capital Wealth | Full-Time

About the Opportunity

Benzor Capital Wealth (BCap Wealth) is a growing wealth management firm committed to helping our clients achieve financial freedom through comprehensive financial planning, investment management, insurance solutions, and exceptional service.

Behind every great client experience is an operation that runs smoothly.

What You'll Do

New Business & Client Operations

• Coordinate the end-to-end client onboarding and new business process, including Financial Planning Engagement (FPE) paperwork, investment and insurance applications, account openings, transfers, signatures, submissions, and funding.
• Review client documentation for accuracy and completeness, proactively resolving NIGO items and other issues that could delay implementation.
• Manage multiple client cases and workflows simultaneously, maintaining accurate statuses, documentation, deadlines, and next steps within Wealthbox CRM and other firm systems.
• Coordinate with clients, advisors, custodians, carriers, wholesalers, and other partners to resolve outstanding requirements and move business efficiently through completion.
• Maintain accurate client and account information across all company channels.

Operational Excellence & Process Improvement

• Take ownership of assigned workflows from beginning to end, proactively following up and solving problems without requiring repeated direction.
• Identify bottlenecks, recurring issues, and opportunities to improve the efficiency, accuracy, and consistency of the firm's operations.
• Assist with developing, documenting, implementing, and continuously improving the firm's Standard Operating Procedures (SOPs).
• Leverage technology, automation, and improved workflows to reduce errors, improve execution, and enhance the client experience.
• Collaborate across the organization to help ensure BCap Wealth's operations continue to scale effectively as the firm grows.

Who We're Looking For

We want someone who genuinely enjoys operations, organization, problem-solving, and making businesses run better.

The right person is:

• A self-starter and go-getter who takes initiative and follows responsibilities through to completion.
• Exceptionally organized and detail-oriented, with the ability to manage multiple priorities and deadlines.
• A proactive problem-solver who looks for solutions and opportunities for improvement.
• Comfortable being accountable for outcomes—not simply activity.
• A strong communicator and team player who brings positive energy, urgency, professionalism, and a desire to grow.

Preferred Experience

• 2+ years of experience in wealth management, financial services, banking, insurance, RIA operations, brokerage operations, or a related operational environment preferred.
• Experience with client onboarding, account opening, transfers, investment or insurance applications, and new business processing is strongly preferred.
• Experience with CRM, financial-planning, custodial, or broker-dealer technology; familiarity with Wealthbox and eMoney is a plus.
• Strong technology skills and the ability to quickly learn and adopt new systems and processes.

Exceptional operations candidates from outside financial services may also be considered if they demonstrate the initiative, attention to detail, problem-solving ability, and learning aptitude required for the position.

Why BCap Wealth?

At BCap Wealth, we believe exceptional client outcomes require exceptional execution behind the scenes.

We value consistency, teamwork, resilience, accountability, continuous improvement, and an unwavering commitment to our clients' goals.

As our firm grows, this position offers the opportunity to grow with it. We want someone who is excited to take on increasing responsibility, help strengthen our operational infrastructure, and make a meaningful impact on how our company operates.

Our mission is to Change the World Through Financial Freedom, and every member of our team contributes to that mission.

Ready to Join Us?

If you're someone who gets satisfaction from solving problems, improving processes, keeping things moving, and helping a growing company operate at a high level, we want to hear from you.