Senior Operations Specialist

Job not on LinkedIn

🔥 4 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $85k - $100k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Maslow Wealth Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

👥 B2C

Finance • B2C

Maslow Wealth Advisors is an Austin-based, SEC-registered fiduciary wealth management firm. The company provides full-service wealth planning and management, offering personalized and purpose-driven advice that extends beyond clients' investment portfolios. With over 60 years of combined experience, Maslow acts as a true wealth manager for individual clients; website content emphasizes that information is for educational purposes and not investment, legal, or tax advice.

📋 Description

• Serve as a dedicated operational point of contact for assigned client relationships • Work closely with advisors to provide a high level of service and support to clients • Manage and coordinate new client onboardings, account openings, money movements, transfers, and other account-related activities • Assist with client trading and portfolio-related operational needs • Coordinate with custodians, investment platforms, and other outside partners • Maintain accurate client records and ensure operational tasks are completed timely and accurately • Help troubleshoot client and account issues and see them through to resolution • Support ongoing client service needs and proactively identify ways to improve the client experience • Contribute to the development of scalable systems, procedures, and best practices as the firm grows

🎯 Requirements

• 3+ years of experience in wealth management, financial services, or a similar operational/client service role • Familiarity with Schwab, Fidelity, Black Diamond, and Wealthbox strongly preferred • Strong understanding of investment account operations, including account opening, transfers, and trading • Excellent attention to detail and organizational skills • Strong written and verbal communication skills • Comfortable working directly with clients and building trusted relationships • Ability to manage multiple priorities and take ownership of projects from start to finish • Proactive problem solver who enjoys figuring things out rather than simply following a checklist • Series 65 license is a plus, but not required • Must be authorized to work in the United States • Must not require employment visa sponsorship

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