Wealth Operations & Client Services Specialist

Clayton Services; Houston (TX); Vor Ort; USD 55.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

401(k)

Paid vacation

Company holidays

Zusammenfassung

Clayton Services is seeking a Wealth Management Operations Specialist in Houston, TX to support client onboarding, workflow management, and retirement account operations. The role involves coordinating with custodians, preparing meeting materials, and ensuring timely follow-up on requests.

Ideal candidates have 1+ year in wealth management or retirement services, with a Series 65 license preferred and strong organizational, communication, and service orientation.

Qualifikationen

• Minimum of 1 year of relevant experience in wealth management, retirement services, financial planning, or a related financial services environment required.
• At least a Series 65 license is highly preferred
• Experience with retirement accounts, rollovers, distributions, and client account operations is preferred.
• Strong knowledge of 401(k) plans and retirement accounts.
• Experience with Charles Schwab or Schwab Advisor Services is preferred.

Aufgaben

• Manage and track client service and operational workflows, ensuring requests and follow-up items are completed accurately and timely.
• Support client onboarding, account opening, and ongoing account maintenance.
• Prepare materials and account information for client meetings and coordinate post-meeting action items.
• Process and track account transfers, rollovers, distributions, and other client account requests.
• Provide operational support related to 401(k)s, IRAs, and other retirement accounts.
• Maintain accurate client records, account information, and documentation.
• Communicate with clients regarding paperwork, account requests, and outstanding documentation.
• Coordinate with custodians and other financial service providers to facilitate account activity and resolve outstanding items.
• Provide ongoing operational and administrative support to the wealth management team.
• Assist with additional client service and operational needs as assigned.

Kenntnisse

401(k) knowledge

Organizational skills

Attention to detail

Time management

Written & verbal communication

Client-service mindset

Teamwork / independent work

Ausbildung

Series 65 license

Jobbeschreibung

Clayton Services is seeking a Wealth Management Operations Specialist in Houston, TX to support client onboarding, workflow management, and retirement account operations. The role involves coordinating with custodians, preparing meeting materials, and ensuring timely follow-up on requests.

Ideal candidates have 1+ year in wealth management or retirement services, with a Series 65 license preferred and strong organizational, communication, and service orientation.