Wealth Management: Client Services & Operations Pro

Pinionglobal; Kansas; On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life and disability insurance

401k / profit sharing

Paid time off and holidays

Flexible work arrangements

Paid parental leave

Job summary

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision. You will nurture relationships through consistent communication, reliability, and a high-touch service approach in a fast-moving environment.

This role emphasizes ownership of CRM tools, seamless onboarding, and collaboration with financial advisors. Strong organizational and communication skills are essential.

Qualifications

• 3+ years of operations experience in wealth management and/or executive-level administrative experience.
• Strong organizational, communication, and relationship-building skills, with a proactive mindset.
• Proficiency in Microsoft Office Suite.
• High attention to detail and confidentiality.
• Ability to thrive in a fast-paced, high-volume environment while maintaining quality and professionalism.
• Natural curiosity and drive to learn, ask questions, and grow.
• Ability to multitask with accuracy while keeping broader client and business goals in view.

Responsibilities

• Provide front-to-back operational support for complex account openings, ensuring the client is onboarded, documentation is complete and accurate, technical issues are resolved, and questions are answered promptly.
• Become a trusted point of contact and deliver exceptional client experiences by managing a high volume of communications and service requests with speed and precision.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Own operational excellence by mastering CRM tools and proactively resolving client service issues in a dynamic environment.
• Demonstrate initiative by actively learning, asking thoughtful questions, and seeking out ways to improve processes and client outcomes.
• Multitask effectively while maintaining accuracy and the ability to see the big picture.

Skills

Organizational skills

Communication

Relationship-building

CRM proficiency

Microsoft Office

Attention to detail

Multitasking

Confidentiality

Tools

CRM software

Microsoft Office Suite

Job description

Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision. You will nurture relationships through consistent communication, reliability, and a high-touch service approach in a fast-moving environment.

This role emphasizes ownership of CRM tools, seamless onboarding, and collaboration with financial advisors. Strong organizational and communication skills are essential.