Wealth Ops Specialist: Client Onboarding & Support

WPWealth LLP; Fort Worth (TX); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Firm paid medical insurance

Dental and vision insurance

17 firm holidays

15 days PTO

Maternity and parental leave

401(k) with profit sharing

Discretionary bonus program

Health & Wellness program

Pet Insurance

Job summary

Whitley Penn is seeking an Operations Associate for the WPWealth team in Fort Worth or Dallas. The role focuses on administering client paperwork, coordinating with custodians, and maintaining accurate client data in Orion and Wealthbox.

It requires strong organizational skills, teamwork, and discretion in handling confidential information. You will support plan onboarding, enrollment materials, and annual reviews while serving as a point of contact for retirement plan participants.

Qualifications

• 2+ years of operations or service experience in financial services or related industry
• Strong computer skills with MS Office
• Able to handle confidential information with discretion

Responsibilities

• Prepare and process new account and service paperwork
• Communicate with custodians to resolve client issues
• Input client data into Orion and Wealthbox
• Internal operations tracking and reporting
• Assist with onboarding of new plans and annual reviews
• Serve as a contact for retirement plan participants
• Learn and adapt to service needs of clients
• Develop knowledge of forms and account procedures

Skills

Organizational skills

Team collaboration

Microsoft Office

Confidentiality

Education

Bachelor's degree preferred

Tools

Orion

Wealthbox

Job description

Whitley Penn is seeking an Operations Associate for the WPWealth team in Fort Worth or Dallas. The role focuses on administering client paperwork, coordinating with custodians, and maintaining accurate client data in Orion and Wealthbox.

It requires strong organizational skills, teamwork, and discretion in handling confidential information. You will support plan onboarding, enrollment materials, and annual reviews while serving as a point of contact for retirement plan participants.