Title: Operations & Client Service Manager
Location: Dallas, Texas, United States
Job Description:
Location: Remote (U.S.)
Reports To: Founder & Lead Advisor
Compensation: $70-90k base salary (depending on experience) + bonus opportunity + benefits
About the Firm:
This is a highly personalized wealth management practice serving primarily retirees with approximately $175 million in assets under management. The firm delivers comprehensive financial planning, investment management, retirement income planning, tax planning, and tax preparation services, creating a deeply integrated client experience.
The founder is seeking a trusted right-hand partner who can take ownership of operations, administration, and client service workflows, allowing her to focus on client relationships, planning, and continued growth.
Position Overview:
This is not a traditional administrative assistant role.
The Operations & Client Service Manager will serve as the operational quarterback of the practice, overseeing workflows, account administration, meeting preparation, client service requests, financial planning support, and process management.
The ideal candidate thrives on organization, follow-through, and creating order from complexity. They enjoy details, proactively solve problems, and take pride in ensuring nothing falls through the cracks.
Key Responsibilities:
Operations & Workflow Management:
Manage day-to-day operational workflows across the practice
Track and monitor client requests from start to finish
Ensure paperwork, account transfers, and service requests are completed accurately and on time
Follow up with custodians, vendors, and internal resources as needed
Create, document, and improve standard operating procedures (SOPs)
Maintain organized digital filing systems and records
Serve as a central coordinator between the advisor and external support resources
Client Service Support:
Prepare account paperwork, forms, and documentation
Coordinate DocuSign workflows and follow-up activities
Process beneficiary updates, account maintenance requests, and client service items
Handle routine client communications and follow-up
Ensure all client records remain accurate and up to date
Assist with meeting scheduling and logistics
Financial Planning Support:
Enter and maintain client information within eMoney
Assist with data gathering and organization for financial plans
Prepare materials needed for client meetings
Pull reports and planning data for advisor review
Support implementation of a surge meeting process
Executive & Advisor Support:
Proactively review upcoming calendar commitments
Prepare meeting files and supporting documentation in advance
Help prioritize tasks and keep projects moving forward
Act as a gatekeeper for operational issues, reducing interruptions to the advisor
Identify opportunities to improve efficiency and capacity across the practice
Minimum Qualifications:
MUST HAVE 3+ years of experience in wealth management
Strong organizational and project management skills
Exceptional attention to detail
Ability to manage multiple priorities simultaneously
Comfortable working independently in a remote environment
Strong written and verbal communication skills
Technology proficiency and ability to learn new systems quickly
Preferred Qualifications:
Experience supporting a Financial Advisor or RIA
Familiarity with eMoney
Experience with account opening and maintenance processes
Exposure to retirement planning and investment management workflows
Knowledge of DocuSign, CRM systems, and custodial platforms
Industry licenses (Series 7/66) are welcome but not required