Wealth Operations Specialist: Client & Account Support

The LifeWealth Group; Florida; On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Series 65 license

FL215 license

Investment regulations knowledge

Job summary

The LifeWealth Group is seeking a Client Operations Specialist in Florida to act as a key liaison between clients, advisors, and the Operations team. You will assist with account openings and funding, process investment and insurance applications, and handle client service requests and money movement functions.

You will also support distributions, investment implementation, and ensure paperwork accuracy while maintaining compliance with custodian requirements.

Qualifications

• 2+ years of experience in Financial Operations.
• Detail oriented with a high sense of urgency.
• Proficient with Microsoft Office Suite.
• Ability to thrive in a fast-paced work environment.
• Strong multitasking and organizational skills.
• Experience in Wealth Management/Investments industry preferred.

Responsibilities

• Serve as a liaison between clients, advisors, and Operations.
• Assist with account openings and funding.
• Process investment and insurance applications.
• Handle client service requests and money movement functions.
• Support distributions and investment implementation.
• Manage client paperwork and ensure custodian compliance.

Skills

Financial Operations experience

Detail oriented

Microsoft Office Suite

Fast-paced work environment

Multitasking and organization

Wealth Management/Investments industry

Job description

The LifeWealth Group is seeking a Client Operations Specialist in Florida to act as a key liaison between clients, advisors, and the Operations team. You will assist with account openings and funding, process investment and insurance applications, and handle client service requests and money movement functions.

You will also support distributions, investment implementation, and ensure paperwork accuracy while maintaining compliance with custodian requirements.