Wealth Client Services & Operations Specialist

Vaco by Highspring; Worthington (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Vaco by Highspring in Worthington, OH is seeking a Client Service & Operations Specialist to support financial advisors and deliver an outstanding client experience. The role handles account administration, operations, and service tasks with a strong emphasis on accuracy, confidentiality, and professional client interactions.

A Series 6 license is required, with Ohio Life & Health license preferred; long-term career growth is offered.

Qualifications

• Five+ years of experience in wealth management, financial services, or advisory environments.
• Strong desire to build a long-term career in wealth management and financial planning.
• Active Series 6 license required.
• Ohio Life & Health license preferred or willingness to obtain after hire.
• Bachelor's degree in Finance, Accounting, Business, or related field preferred.
• Strong organizational skills with exceptional attention to detail.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to provide a high-touch, service-oriented experience to clients.

Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service via phone, email, and in-person interactions.
• Prepare, process, submit, and monitor account paperwork from initiation through completion.
• Coordinate account maintenance requests, transfers, cashiering activities, and other client service needs.
• Maintain accurate client and financial information within internal systems.
• Schedule appointments and coordinate client meetings.
• Support advisors before, during, and after client meetings, including follow-up on action items.
• Prepare client correspondence and proactively communicate regarding outstanding requests.
• Maintain organized electronic client files and documentation in accordance with regulatory and company standards.
• Assist with client events, educational seminars, marketing initiatives, and referral activities.
• Help improve office workflows, operational processes, and efficiency initiatives.
• Collaborate with team members to ensure seamless service delivery and an outstanding client experience.
• Handle sensitive and confidential information with professionalism and discretion.
• Assist with special projects and additional responsibilities as assigned.

Job description

Vaco by Highspring in Worthington, OH is seeking a Client Service & Operations Specialist to support financial advisors and deliver an outstanding client experience. The role handles account administration, operations, and service tasks with a strong emphasis on accuracy, confidentiality, and professional client interactions.

A Series 6 license is required, with Ohio Life & Health license preferred; long-term career growth is offered.