Wealth Management Operations Specialist – Client Accounts

Randstad USA; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Randstad USA is seeking an organized Professional to support financial advisors and their client teams. The role focuses on operational support for client accounts, including setup, maintenance, and termination processes.

You will coordinate documentation, ensure accuracy of records, and assist with fee reviews and billing corrections, while protecting confidential information and managing multiple priorities for designated client relationships.

Responsibilities

• Coordinate administrative requirements for establishing, maintaining, and terminating investment accounts.
• Prepare and review account forms, service documentation, and client materials.
• Facilitate client cash activity including transfers, wires, and distributions.
• Communicate with custodians and internal partners to resolve account issues.
• Maintain complete client records across firm systems.
• Support account maintenance and changes to client relationships.
• Assist with advisory fees review and account billing corrections.
• Protect confidential client information and maintain accuracy.

Job description

Randstad USA is seeking an organized Professional to support financial advisors and their client teams. The role focuses on operational support for client accounts, including setup, maintenance, and termination processes.

You will coordinate documentation, ensure accuracy of records, and assist with fee reviews and billing corrections, while protecting confidential information and managing multiple priorities for designated client relationships.