Wealth Management Operations & Client Accounts Specialist

Strittmatter Wealth Management Group, LLC.; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Strittmatter Wealth Management Group, LLC is seeking an Operations Specialist to ensure a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records. The role requires strong administrative and account management abilities, with excellent communication and high accuracy with client data.

The position is onsite in Fort Worth, TX, with a Monday–Friday 8 AM–5 PM CST schedule.

Qualifications

• 3–5 years of administrative or operations experience, preferably in account management or financial services.
• Excellent written and verbal English communication skills.
• Excellent attention to detail and multi-tasking ability.

Responsibilities

• Support full lifecycle of client account management, including setup and maintenance.
• Coordinate 401(k) rollovers and account transfers with accuracy.
• Process forms and documentation promptly and correctly.
• Maintain organized tracking of account activities and updates.
• Communicate clearly with clients and internal teams to ensure requests are handled efficiently.
• Execute trading or transaction instructions per firm policies.
• Record interactions and notes accurately in the CRM.
• Provide general administrative and operational support as needed.

Skills

Administrative experience

Account management

Attention to detail

Communication skills

Confidentiality

Independent work

Problem-solving

Tools

CRM systems

Document management

Online communication tools

Job description

Strittmatter Wealth Management Group, LLC is seeking an Operations Specialist to ensure a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records. The role requires strong administrative and account management abilities, with excellent communication and high accuracy with client data.

The position is onsite in Fort Worth, TX, with a Monday–Friday 8 AM–5 PM CST schedule.