Wealth Ops & Client Services Lead (Flexible PTO)

Acorn Financial Services

Reston (VA)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Autonomy to build processes

Flexible time off

Competitive benefits

Job summary

Acorn Financial Services seeks a Mid-Level Client Services Associate to own the post-sale operational lifecycle. You will serve as the critical strategic liaison between the advisory staff, operations team, and custodians, building smarter processes and scalable workflows for high-net-worth clients.

You will mentor junior associates, handle complex account onboarding and money movements, and ensure strict compliance.

Qualifications

Experience onboarding and maintaining complex client accounts with high-net-worth structures.
Strong understanding of KYC, due diligence, and regulatory requirements.
Proven ability to document and optimize operational workflows and policies.

Responsibilities

Onboard and maintain highly complex client accounts, process high-value money movement, and handle estate settlement needs.
Act as the primary operational liaison between advisory staff, operations, and custodians.
Develop and formalize process policies to maximize efficiency and ensure compliance.
Educate clients and staff on regulatory requirements and review documents to minimize exceptions.
Train and review Junior Client Service Associates to optimize daily workflow.