Wealth Management Client Operations Specialist

Heritage Wealth Management; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Health Savings Account (HSA)

401(k) with employer match

Paid time off (PTO) starting at 12 days annually

Training and professional development

Tuition reimbursement

Job summary

A financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors. The ideal candidate should have strong organizational skills, an ability to multitask in a fast-paced environment, and a background in client service or administration. A Bachelor's degree and proficiency in Microsoft Office are preferred. This position offers robust benefits, including medical coverage and a 401(k) plan.

Qualifications

• 3-5 years of client service or administrative experience, preferably in the RIA industry.
• Proficient in Microsoft Office suite (Outlook, Word, Excel, SharePoint).
• Ability to work under pressure and prioritize tasks.

Responsibilities

• Serve as a primary contact for client service requests via phone and email.
• Open and maintain client accounts, including new account setup.
• Assist in the preparation of client meeting materials.

Skills

Attention to detail

Client service

Communication skills

Multitasking

Problem-solving

Organizational skills

Microsoft Office proficiency

Team player

Resourceful

Interpersonal skills

Education

Bachelor's degree

Tools

Redtail

Orion

Wealthscape

Job description

A financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors. The ideal candidate should have strong organizational skills, an ability to multitask in a fast-paced environment, and a background in client service or administration. A Bachelor's degree and proficiency in Microsoft Office are preferred. This position offers robust benefits, including medical coverage and a 401(k) plan.