Wealth Management Operations Specialist

Wealth Management Operations Specialist

A well-established financial services organization in the Naples area is seeking a detail-oriented Wealth Management Operations Specialist to join its team.

This is an excellent opportunity for someone who enjoys the operational side of financial services and understands that exceptional client service often begins behind the scenes.

You'll work in a collaborative, professional environment where accuracy, organization, follow-through and attention to detail matter. This position is ideal for someone who has worked in wealth management, an RIA, brokerage, investment services or another financial-services environment and enjoys keeping accounts, transactions and documentation moving accurately and efficiently.

• Process and coordinate client account paperwork and service requests
• Support account maintenance and financial transaction processing
• Assist with distributions, wires, checks and other account-related requests
• Maintain accurate documentation, records and internal notes
• Coordinate with internal team members and outside financial-services partners
• Track outstanding items and follow through to completion
• Work within established operational policies and procedures
• Manage multiple detail-sensitive priorities while maintaining accuracy
• Provide dependable behind-the-scenes support that contributes to an exceptional client experience

We're especially interested in candidates with 2+ years of professional administrative, operations or client-service experience.

Experience with in wealth management, an RIA, brokerage, investment management or financial services is strongly preferred.

You may be a great fit if you've worked as a:

• Client Service Associate
• Client Operations Specialist
• Wealth Management Associate
• Registered Client Service Associate
• Brokerage Operations Associate
• Financial Services Associate
• Branch Office Administrator
• Investment Operations Associate
• Account Services Associate

You'll also need strong organizational skills, excellent attention to detail, confidence using Microsoft Office, and the ability to learn systems and processes quickly. Experience working with financial account documentation, custodial platforms or transaction processing is a plus.

A bachelor's degree is preferred, but relevant experience matters more.

This isn't a high-pressure sales position or a role built around constantly chasing the next client.

It's an opportunity to become an important part of a stable, collaborative financial-services team where people are valued for doing excellent work and building long-term careers.

The organization offers:

• $55,000–$65,000 base salary, depending on experience
• Health insurance
• Generous retirement benefits
• Profit-sharing opportunity
• Paid time off and holidays
• Company-supported professional training and development
• Regular compensation reviews
• Monday–Friday professional schedule
• A supportive, team-oriented work environment
• Long-term stability with an established organization

This is a full-time, onsite position in Naples, Florida. Remote and hybrid arrangements are not available for this role.

Candidates must be authorized to work in the United States without current or future employer sponsorship.

Interested? Apply confidentially.

If your background includes financial-services operations, wealth management support, brokerage administration or detail-intensive account processing, we'd like to hear from you.