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