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Client Operations Specialist
Job in
LaGrange, Troup County, Georgia, 30240, USA
Listed on 2026-07-31
Listing for:
Baker Wealth Group
Full Time
position Listed on 2026-07-31
Job specializations:
-
Accounting
Office Administrator/ Coordinator
Job Description & How to Apply Below
Be the Backbone of Our Client Experience
As the Client Operations Specialist, you’ll serve as “mission control” for our Wealth Management team—ensuring our clients’ experiences are seamless, accurate, and genuinely caring. You’ll also have a clear pathway to explore operations, investment support, or client‑facing roles.
What You’ll Do- Handle essentials with precision: open accounts, process paperwork flawlessly, and oversee service workflows.
- Partner with custodians and investment teams: facilitate account transitions, trade coordination, and client planning documentation.
- Build clarity: keep accurate CRM records, prepare summaries, and assist with billing, performance reports, and GIPS analysis.
- Drive improvement: manage operational projects and audit processes to elevate firm‑wide efficiency and innovation.
- Degree‑educated and familiar with client service, admin, or investment operations.
- Exceptionally organized, tech‑savvy (CRM, Excel), with a flair for project management and cross‑functional collaboration.
- Attuned to detail and adaptive under changing priorities.
- Competitive pay ($50k–60k base; $55k–66k total with bonus)
- Comprehensive benefits: health, dental, vision, generous 401(k) matching, PTO, holidays
- A flexible work environment that values balance, teamwork, autonomy, and continued growth
- Clear advancement, ownership opportunities, and rewarding work that truly matters.
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