Our client, a boutique wealth planning firm, is seeking an experienced Operations & Client Experience Specialist to oversee key operational functions, client service, and administrative workflows. This role is best suited for a candidate with 3-5 years of experience in financial services, insurance operations, or wealth management.
Key Responsibilities
- Manage client onboarding, insurance operations, and policy servicing.
- Oversee CRM maintenance, ensuring data integrity and efficiency.
- Assist with compliance reporting, documentation, and administrative workflows.
- Coordinate marketing efforts, including event planning and email campaigns.
- Provide direct support to clients, ensuring timely follow-ups and excellent service.
- Develop and implement operational improvements to streamline workflows.
- Support project management efforts related to firm growth and process enhancements.
- Manage phone inquiries and correspondence, directing client needs effectively.
Qualifications
- 3-5 years of experience in financial services, operations, or client service.
- Proficiency with CRM systems and financial software.
- Strong background in insurance operations and client onboarding.
- Ability to manage multiple projects while ensuring accuracy and efficiency.
- Excellent problem-solving skills and a proactive approach to work.
- Strong leadership potential and ability to assist in team training.
Compensation & Benefits
- Base Salary: $60,000-75,000, plus performance-based bonus.
- Professional Growth: Career advancement opportunities in wealth management.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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