Client Service & Operations Specialist

Location: Worthington, OH
Schedule: On-Site
Compensation: $60,000-$90,000 annually, based on experience, plus bonus potential

About the Role

We are seeking a Client Service & Operations Specialist to support financial advisors and deliver an exceptional client experience. This individual will serve as a key point of contact for clients while managing account administration, operations, and service-related activities. The ideal candidate is detail-oriented, client-focused, and committed to building a long-term career within wealth management and financial planning.

Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service via phone, email, and in-person interactions.
• Prepare, process, submit, and monitor account paperwork from initiation through completion.
• Coordinate account maintenance requests, transfers, cashiering activities, and other client service needs.
• Maintain accurate client and financial information within internal systems.
• Schedule appointments and coordinate client meetings.
• Support advisors before, during, and after client meetings, including follow-up on action items.
• Prepare client correspondence and proactively communicate regarding outstanding requests.
• Maintain organized electronic client files and documentation in accordance with regulatory and company standards.
• Assist with client events, educational seminars, marketing initiatives, and referral activities.
• Help improve office workflows, operational processes, and efficiency initiatives.
• Collaborate with team members to ensure seamless service delivery and an outstanding client experience.
• Handle sensitive and confidential information with professionalism and discretion.
• Assist with special projects and additional responsibilities as assigned.

Requirements

• 5+ years of experience within wealth management, financial services, or financial advisory environments.
• Strong desire to build a long-term career in wealth management and financial planning.
• Active Series 6 license required.
• Ohio Life & Health License preferred or willingness to obtain after hire.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• Strong organizational skills with exceptional attention to detail.
• Excellent interpersonal, communication, and client relationship management skills.
• Ability to provide a high-touch, service-oriented experience to clients.
• Demonstrated professionalism, integrity, accountability, and compassion.

Preferred Qualifications

• Series 7 license.
• Experience supporting financial advisors and high-net-worth clientele.
• Experience managing multiple priorities in a fast-paced, client-focused environment.

Skills

• Microsoft Office Suite
• CRM systems and client account management platforms

Why Join Us?

This is an opportunity to join a collaborative and client-focused team where service excellence is a top priority. The role offers long-term growth potential, direct exposure to financial planning and wealth management operations, and the opportunity to make a meaningful impact on both clients and the organization.