Client Operations Specialist

Geometric Wealth Advisors

Operations Specialist managing client relationships and operational workflows for a financial planning firm. Collaborating with Wealth Advisors to ensure seamless client service and onboarding.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $62,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and a service-minded attitude while managing client relationships and operational processes in a wealth management environment. Proficient in CRM software and portfolio database management, with a focus on improving operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementCRM Software ProficiencyOperational Process ImprovementTeam Recruitment and TrainingClear Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingPortfolio Database ManagementOperational Needs UnderstandingAdministrative ManagementRecord Maintenance

Soft Skills

Exceptional Organizational SkillsAirtight ReliabilityService-Minded AttitudeClear CommunicationComfort with Technology

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Wealth ManagementFinancial PlanningClient Forms ManagementCustodian CommunicationOperations Team Management

About the role

Key responsibilities & impact

Work closely with Financial Planners and Wealth Advisors.
Manage all operational and administrative aspects of client relationships.
Ensure onboarding process for new clients progresses on schedule.
Maintain and update client records in CRM software.
Communicate with custodians to handle operational needs.
Manage all client forms.
Perform regular maintenance for existing clients.
Help manage portfolio database software.
Search for ways to improve firm’s processes.
Help recruit, hire, train, and mentor on the Operations team.

Requirements

What you’ll need

Bachelor’s degree.
1-2 years of relevant work experience (open to candidates with less or no experience).
Understanding operational needs of an independent wealth management firm.
Exceptional organizational skills.
Airtight reliability.
Clear and confident communication.
Aptitude for and comfort with technology.
Service-minded attitude.

Benefits

Comp & perks

Flexible work schedule.
Health insurance.
401(k) including 5% company match with immediate vesting.
Paid parental leave (12 weeks or 8 weeks full-time + 8 weeks half-time).
Professional development sponsorship.
Portfolio management at no charge.
Tech/home office needs supply.