Wealth Client Services Lead - Onboarding & Ops

Royal Wealth Partners; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

Royal Wealth Partners is seeking a Client Service Associate to act as the main liaison between high-net-worth clients and lead advisors, handling daily account administration and client communication.

The ideal candidate has a background in financial services, public accounting, or CPA/CFP credentials, with a focus on streamlining processes and tax-efficient onboarding to support long-term client relationships.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related business field.
• 3+ years in wealth management, financial planning, or public accounting.
• CPA license, Series 7/66 licenses, or progress toward a professional designation preferred.
• Proficiency with CRM platforms (Salesforce, Redtail) and custodian platforms (Schwab, Fidelity).

Responsibilities

• Onboard and administer client accounts, process paperwork and asset transfers.
• Coordinate money movements, wires, distributions, and tax-related adjustments.
• Review tax documents and assist with tax-sensitive account structuring.
• Prepare portfolio reports and statements for advisor reviews.
• Provide high-touch, confidential support for client inquiries.

Skills

CRM platforms

Microsoft Office

Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

CPA license or CFP designation preferred

Series 7/66 licenses preferred

Tools

Salesforce

Redtail

Schwab

Fidelity

Job description

Royal Wealth Partners is seeking a Client Service Associate to act as the main liaison between high-net-worth clients and lead advisors, handling daily account administration and client communication.

The ideal candidate has a background in financial services, public accounting, or CPA/CFP credentials, with a focus on streamlining processes and tax-efficient onboarding to support long-term client relationships.