Client Operations Specialist

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Geometric Wealth Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

🤝 B2B

💳 Fintech

Finance • B2B • 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.