Wealth Client Operations Specialist - Flexible/Remote

Moranwealthmanagement; Naples (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off (PTO)

Parental leave

Professional development

Job summary

Moran Wealth Management is seeking a client operations specialist to support day-to-day client account management, transactions, reporting, and administrative tasks. This in-person role collaborates with the client service team to ensure efficient and compliant operations.

The ideal candidate will have a finance/economics/business background, strong analytical and communication skills, and ability to work independently or as part of a team. Experience in wealth management operations is a plus.

Qualifications

• Associate or bachelor’s degree in finance, Economics, Business, or a related field.
• FINRA Series 65 or progress toward this designation.

Responsibilities

• Oversee opening, maintenance, and closing of client accounts with accurate data entry across systems.
• Process client transactions including trades, transfers, and asset movements ensuring timely execution and regulatory compliance.
• Maintain up-to-date client records and handle routine account maintenance requests.
• Ensure operations comply with regulatory requirements and audit procedures.
• Identify and suggest improvements to operational workflows to reduce errors and improve satisfaction.
• Provide service by responding to inquiries, conducting research, resolving issues for client-facing teams.

Skills

Analytical skills

Interpersonal skills

Communication skills

Organizational skills

Teamwork

Education

Associate or Bachelor’s degree in finance/Economics/Business

Tools

CRM systems

Financial technology platforms

Job description

Moran Wealth Management is seeking a client operations specialist to support day-to-day client account management, transactions, reporting, and administrative tasks. This in-person role collaborates with the client service team to ensure efficient and compliant operations.

The ideal candidate will have a finance/economics/business background, strong analytical and communication skills, and ability to work independently or as part of a team. Experience in wealth management operations is a plus.