Operations Associate at Thriving Wealth Management Firm

Job Description

Job Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Senior Operations Associate | Thriving Wealth Management Firm | Danville| Hybrid

This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact.

In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.

The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance.

Responsibilities

• Act as a high-level project manager and strategic partner
• Join client meetings, take notes, and follow up on action items.
• Manage client communication and provide high-level support.
• Help onboard new clients and strengthen relationships
• Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.
• Manage the CRM and track client interactions.
• Communicate with custodians, Broker-Dealers, and partners.

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning.
• MUST have Wealth Management Experience, no exceptions
• Proficiency with the Schwab and Orion is strongly preferred.
• Software preferences: eMoney, Redtail, AssetMark
• Experience supporting advisors and client relationships
• Experience managing operations, client associates, associate advisors (plus)
• Detail-oriented, professional, and relationship-driven

Interested? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services.