Wealth Operations Specialist: Elevate Client Experience

SeeKing HR; San Antonio (TX); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Group life & LTD insurance

Paid time off & holidays

Professional development support (lic.

Continuing education support

Job summary

SeeKing HR is seeking a Wealth Operations Associate to support daily operational functions and partner with advisors, planners, and the operations team to handle investment and insurance operations, onboarding, account maintenance and client documentation.

The role requires strong organizational, communication, and problem-solving skills with the ability to manage competing priorities, follow SOPs, and drive process improvements across the firm. Salary ranges and benefits are provided below.

Qualifications

• 1+ years of administrative, operations, or comparable professional experience.
• Experience in financial services, banking, insurance, or an operations-focused environment.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and CRM platforms.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Support day-to-day operational functions and partner with advisors to execute operations.
• Maintain client records, onboarding, account maintenance and billing support.
• Coordinate with custodians, insurance carriers, clients and external partners.
• Maintain Salesforce and other firm technology data and workflows.
• Follow SOPs and identify opportunities to improve processes.
• Perform other duties and special projects as assigned.

Skills

Organizational skills

Communication skills

Problem-solving

Attention to detail

Tools

Salesforce CRM

Microsoft Office

Job description

SeeKing HR is seeking a Wealth Operations Associate to support daily operational functions and partner with advisors, planners, and the operations team to handle investment and insurance operations, onboarding, account maintenance and client documentation.

The role requires strong organizational, communication, and problem-solving skills with the ability to manage competing priorities, follow SOPs, and drive process improvements across the firm. Salary ranges and benefits are provided below.