Wealth Operations Specialist

Heckmann Financial; Delafield (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off

Job summary

Heckmann Financial is seeking an Operations Associate to support our Wealth Management Team and enhance the client experience in Delafield, WI. You will manage paperwork across insurance, investment, and advisory accounts, handle client service requests, and coordinate workflow across CRM and communications.

This role emphasizes accuracy, organization, and a proactive mindset, with opportunities to grow within the firm and contribute to a client-first culture.

Qualifications

• Strong customer service and administrative skills.
• Excellent communication and a positive, 'can-do' attitude.
• High attention to detail and strong organizational ability.
• Analytical thinking and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Willingness to learn and grow within the role.

Responsibilities

• Prepare and process paperwork for insurance, investment, and advisory accounts.
• Handle client service requests (address updates, banking changes, loan inquiries, etc.).
• Manage workflow across CRM tasks, emails, calls, and incoming requests.
• Coordinate medical/paramedical exams and underwriting requirements.
• Monitor case progress and follow up on outstanding items.
• Maintain accurate client records across systems.
• Follow up with clients on documentation, payments, and scheduling meetings.
• Process returned documents (contracts, applications, transfers).
• Support internal operations projects and team initiatives.
• Build strong knowledge of firm services, philosophy, and solutions.

Skills

Customer service

Administrative skills

Attention to detail

Communication

Multitasking

Willingness to learn

CRM software

Tools

CRM software

Job description

Heckmann Financial is seeking an Operations Associate to support our Wealth Management Team and enhance the client experience in Delafield, WI. You will manage paperwork across insurance, investment, and advisory accounts, handle client service requests, and coordinate workflow across CRM and communications.

This role emphasizes accuracy, organization, and a proactive mindset, with opportunities to grow within the firm and contribute to a client-first culture.