Wealth Client & Operations Lead
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-07-13
Listing for:
Pinionglobal
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Pinion Wealth is seeking a client-focused operations specialist who guides clients through complex account openings with care and precision, while building strong relationships through clear, timely communication.
You will support financial advisors, master CRM tools, and own operational excellence in a fast-paced environment, balancing accuracy with momentum and a high-touch client experience.
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