Wealth Advisor Operations Associate — Client Care

Frost; Austin (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee wellness programs

Referral bonus

Job summary

Frost Wealth Management is seeking an Operations Specialist I to be the first point of contact for Wealth Advisors’ clients and to set the standard for care in handling accounts. You will manage trust accounts, respond to client inquiries, and coordinate across teams to meet client needs.

Ideal candidates bring strong written and verbal communication, proficiency in Microsoft Office, and a Bachelor’s degree in accounting, finance, marketing, or a related field.

Qualifications

• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Bachelor’s degree in Accounting, Finance, Marketing, or related field.
• Experience in institutional trust, retirement services, or custody account administration.

Responsibilities

• Open and maintain trust accounts by fulfilling routine requests such as contributions, distributions, and transfers.
• Assist clients with standardized information requests and provide superior customer service.
• Collaborate with others across the organization to coordinate account-related activities and fulfill client needs.
• Create and execute daily account activity reports by collating data from multiple systems.
• Perform account reviews and maintenance to ensure compliance with regulatory and policy guidelines.
• Act with integrity, caring, and excellence to achieve optimal outcomes.

Skills

Excellent written and verbal comms

Microsoft Office applications

Education

Bachelor's degree in Accounting, Finance, Marketing, or related field

Job description

Frost Wealth Management is seeking an Operations Specialist I to be the first point of contact for Wealth Advisors’ clients and to set the standard for care in handling accounts. You will manage trust accounts, respond to client inquiries, and coordinate across teams to meet client needs.

Ideal candidates bring strong written and verbal communication, proficiency in Microsoft Office, and a Bachelor’s degree in accounting, finance, marketing, or a related field.