Client Operations Specialist

Job not on LinkedIn

🕒 July 14

🇺🇸 United States – Remote

💵 $62k - $72k / year

⏰ Full Time

🟢 Junior

⚙️ Operations

👻 Ghost score 6%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Geometric Wealth Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💼 Consulting

💸 Finance

💳 Fintech

Consulting • Finance • Fintech

Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.

📋 Description

• Work closely with Financial Planners and Wealth Advisors. • Manage all operational and administrative aspects of client relationships. • Ensure onboarding process for new clients progresses on schedule. • Maintain and update client records in CRM software. • Communicate with custodians to handle operational needs. • Manage all client forms. • Perform regular maintenance for existing clients. • Help manage portfolio database software. • Search for ways to improve firm’s processes. • Help recruit, hire, train, and mentor on the Operations team.

🎯 Requirements

• Bachelor’s degree. • 1-2 years of relevant work experience (open to candidates with less or no experience). • Understanding operational needs of an independent wealth management firm. • Exceptional organizational skills. • Airtight reliability. • Clear and confident communication. • Aptitude for and comfort with technology. • Service-minded attitude.

🏖️ Benefits

• Flexible work schedule. • Health insurance. • 401(k) including 5% company match with immediate vesting. • Paid parental leave (12 weeks or 8 weeks full-time + 8 weeks half-time). • Professional development sponsorship. • Portfolio management at no charge. • Tech/home office needs supply.