Wealth Client Operations Specialist — Hybrid, Growth Path

Waterstone Human Capital; Salt Lake City (UT); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health and dental insurance (80% of it

401(k) with employer match (vests)

Firm‑paid training and professional发展

Annual performance bonus

Profit‑sharing program

Job summary

Waterstone Professional Recruiting in Salt Lake City is seeking a Client Operations Analyst to support day‑to‑day client service and paperwork. You will work with advisors and a small team to ensure accuracy and timely completion of tasks.

The role emphasizes attention to detail, reliability, and the ability to learn multiple software tools, including AI tools, while maintaining client confidentiality in a dynamic wealth management setting.

Qualifications

• Bachelor’s degree required, any field; finance background preferred.
• Recent graduates and early‑career candidates are encouraged to apply.
• Exceptional attention to detail; accuracy is essential.
• Self‑starter who can learn quickly and own tasks.
• Strong written and verbal communication; follow‑up without being pushy.
• Curiosity about financial services and eagerness to learn.
• Comfort learning many software tools; openness to using AI tools in daily work.
• Discretion with confidential client information.

Responsibilities

• Prepare and send account paperwork for e-signature and follow up.
• Open new accounts and support onboarding from start to finish.
• Monitor and resolve account alerts and service requests.
• Communicate with clients by phone, email, and text professionally.
• Keep accurate records across systems and workflow tools.
• Identify ways to make processes more efficient as the firm grows.
• Over time, gain exposure to private fund operations.

Skills

Attention to detail

Self-starter

Strong communication

Curiosity about finance

Discretion

Adaptability with software tools

Open to AI tools

Education

Bachelor's degree

Tools

AI tools

CRM software

Job description

Waterstone Professional Recruiting in Salt Lake City is seeking a Client Operations Analyst to support day‑to‑day client service and paperwork. You will work with advisors and a small team to ensure accuracy and timely completion of tasks.

The role emphasizes attention to detail, reliability, and the ability to learn multiple software tools, including AI tools, while maintaining client confidentiality in a dynamic wealth management setting.