Wealth Client Services & Operations Specialist - Onboarding

Pinion; Kansas City (MO); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Training program

Flexible work

Benefits package

Paid parental leave

Job summary

Pinion Wealth is seeking a client-focused operations specialist who thrives in a fast-paced wealth management environment. You will guide clients through complex account openings with care, precision, and proactive communication to ensure a smooth onboarding experience.

In this role you will support financial advisors, master CRM tools, and maintain meticulous account documentation. A strong service mindset, attention to detail, and the ability to multi-task across evolving priorities are

Qualifications

• 3+ years of operations experience in wealth management or executive-level admin.
• Strong organizational and communication skills.
• Proficient in CRM systems and MS Office.
• High attention to detail and confidentiality.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Provide front-to-back operational support for complex account openings.
• Maintain onboarding documentation and resolve issues.
• Manage high-volume client communications with speed and accuracy.
• Support advisors by preparing client review materials.
• Master CRM tools and resolve service issues proactively.
• Learn quickly, ask questions, and suggest process improvements.
• Lead client service tasks with minimal supervision within 12 months.

Skills

Operations experience

Communication skills

CRM proficiency

Detail-oriented

Multitasking

Tools

CRM systems

Microsoft Office

Job description

Pinion Wealth is seeking a client-focused operations specialist who thrives in a fast-paced wealth management environment. You will guide clients through complex account openings with care, precision, and proactive communication to ensure a smooth onboarding experience.

In this role you will support financial advisors, master CRM tools, and maintain meticulous account documentation. A strong service mindset, attention to detail, and the ability to multi-task across evolving priorities are