Private Wealth Client Experience & Ops Lead

49 Financial; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

49 Financial, a values-based financial services firm in Austin, seeks a Private Wealth Client Service and Operations Sr. Associate to support Private Wealth advisors and high-net-worth clients with onboarding, account processing, and ongoing service.

You will manage the high-net-worth case pipeline from submission to completion, coordinate with Focus Forward and custodians, and uphold a white-glove client experience while maintaining Salesforce records and client documentation.

Qualifications

• Bachelor's degree in Business, Finance, or related field; or equivalent experience.

Responsibilities

• Own end-to-end management of high-net-worth client case pipeline from onboarding through completion.

Skills

Client service

Organization

Communication

Problem solving

Attention to detail

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

Salesforce

Black Diamond

DocuSign

Microsoft Office

RightCapital

Job description

49 Financial, a values-based financial services firm in Austin, seeks a Private Wealth Client Service and Operations Sr. Associate to support Private Wealth advisors and high-net-worth clients with onboarding, account processing, and ongoing service.

You will manage the high-net-worth case pipeline from submission to completion, coordinate with Focus Forward and custodians, and uphold a white-glove client experience while maintaining Salesforce records and client documentation.