Client Services & Operations Specialist (Wealth Management)
About the role
Are you a proactive and relationship driven professional with a strong desire to showcase your skills in a dynamic, client-focused setting? Do you thrive in extremely fast-paced, high-volume work where priorities shift quickly? Can you bring a sense of calm, order, and follow-through even when multiple tasks are in motion? Pinion Wealth is looking for a client-focused operations specialist who thrives on providing exceptional client service. This person will guide clients through complex account opening processes with care and precision, while nurturing strong relationships through consistent communication, reliability, and a high‑touch service approach. This role requires someone not afraid to pivot between responsibilities without losing accuracy and momentum and maintaining a positive client experience.
Responsibilities
- Provide front-to-back operational support for complex account openings, ensuring the client is successfully onboarded, documentation is complete and accurate, technical issues are resolved, and questions are answered promptly.
- Become a trusted point of contact and deliver exceptional client experiences by managing a high volume of communications and service requests with speed and precision.
- Support financial advisors by preparing client review materials and maintaining account documentation.
- Own operational excellence by mastering CRM tools and proactively resolving client service issues in a dynamic environment.
- Demonstrate initiative by actively learning, asking thoughtful questions, and seeking out ways to improve processes and client outcomes.
- Multitask effectively while maintaining accuracy and the ability to step back and see the big picture.
- Within 30 days: Learn Pinion Wealth’s systems, tools, and client service standards.
- Within 90 days: Independently manage client interactions, client communications, and meeting prep in a high-volume setting.
- Within 6 months: Lead client service tasks with minimal supervision and contribute to client meetings.
- Within 12 months: Continue refining administrative expertise and take ownership of key operational processes.
Requirements
- 3+ years of operations experience in wealth management and/or executive-level administrative experience
- Strong organizational, communication, and relationship-building skills, with a proactive mindset.
- Comfort with technology and CRM systems; proficiency in Microsoft Office Suite.
- High attention to detail, confidentiality, and follow-through.
- Ability to thrive in a fast-paced, high-volume environment while maintaining quality and professionalism.
- A natural curiosity and drive to learn, ask questions, and grow.
- Ability to multitask with accuracy while keeping the broader client and business goals in view.
Skills
- Notary Public certification or willingness to obtain (bonus, not required)
- Series 7 and 65 licenses (bonus, not required)
Benefits
- People-centered culture, with fun as part of core firm values
- Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
- More freedom to explore your areas of interest
- Health, dental, vision, life and disability insurance
- 401k/profit sharing
- Paid time off and holidays
- Flexible work arrangements
- Paid parental leave
Pay
In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $20.00 to $35.00/hour.