Wealth Management Ops Lead: Client Experience

CrossMMG, LLC; Colonial Hills (SC); Presencial; USD 72.000 - 88.000; Jornada completa

Descripción de la vacante

CrossMMG, LLC seeks an organized Operations Manager to oversee daily operations for a growing wealth management practice. The role ensures efficient workflows, accurate processing of client requests, and high-quality client service while supporting financial advisors.

The ideal candidate has 3–5 years in financial services operations, familiarity with LPL Financial, CRM systems, and office software. The position is on-site in the United States, with a focus on client onboarding and ongoing

Formación

• 3–5 years of experience in financial services operations, wealth management, or a related client service environment.
• Experience processing client/account documentation, transfers, and custodial requests.
• Familiarity with LPL Financial and ClientWorks (preferred).

Responsabilidades

• Oversee daily operational activities to ensure efficient and accurate processing of client and account-related requests.
• Manage account opening, transfers, distributions, deposits, and other custodial transactions through LPL Financial.
• Monitor pending transactions, outstanding paperwork, and service requests to ensure timely resolution.
• Develop, implement, and maintain operational procedures to improve efficiency and consistency.
• Identify opportunities to streamline workflows and enhance client experience.
• Provide high-level operational and administrative support to financial advisors and their clients.

Conocimientos

Organizational skills

Attention to detail

Communication skills

Problem solving

Independence

Herramientas

Outlook

Excel

Word

CRM systems

ClientWorks

Descripción del empleo

CrossMMG, LLC seeks an organized Operations Manager to oversee daily operations for a growing wealth management practice. The role ensures efficient workflows, accurate processing of client requests, and high-quality client service while supporting financial advisors.

The ideal candidate has 3–5 years in financial services operations, familiarity with LPL Financial, CRM systems, and office software. The position is on-site in the United States, with a focus on client onboarding and ongoing