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.