Client Operations – Asset Transfer Specialist

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🕒 January 8

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Financial Serenity

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💸 Finance

👥 B2C

Finance • B2C

Financial Serenity is a registered investment adviser based in Burleson, TX that provides values-driven, fiduciary financial planning and investment management to individuals and families. The firm offers foundation-building services (debt elimination, cash flow, habit formation), goal-focused investing, ongoing guided financial planning with regular reviews, and access to planning tools and community resources. Financial Serenity emphasizes purpose-driven and faith-aligned guidance, donates 1% of revenue to a faith-based community initiative, and also offers insurance services through licensed representatives; disclosures and regulatory filings (Form CRS, Form ADV) are provided on its site.

📋 Description

• Process and manage asset transfers, including: 401(k) → IRA rollovers • Brokerage-to-brokerage transfers • New account openings and funding • Track transfers through completion and proactively follow up • Ensure clients understand what’s happening and what’s next • Maintain accurate records in Zoho CRM (big plus if you already use it) • Update tasks, workflows, and notes • Schedule client meetings • Make outbound calls to move things forward • Return voicemails promptly (This is not a receptionist role—but phones matter.) • Communicate clearly, professionally, and efficiently (Warm, not chatty. Direct, not robotic.)

🎯 Requirements

• Proven experience moving assets, including: 401(k) rollovers to IRAs • Brokerage account transfers • Comfort making phone calls when needed • Strong organizational skills and follow-through • Experience with digital tools (Zoho CRM, email, calendars (Google Workspace)) • Ability to work independently with limited weekly hours • U.S. citizenship and residence in the U.S. (Military spouses stationed abroad are welcome.) • Strong pluses: Zoho CRM experience • Financial services / RIA / custodian background • Operations, client service, or back-office experience

🏖️ Benefits

• Your paycheck clears • Flexible part-time schedule • Meaningful work that helps real people • Growth alongside a growing firm • A genuinely great company culture (yes, really)