Client Onboarding & Operations Specialist
Job in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-07-10
Listing for:
Pinion
Full Time
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM, CRM System
Job Description & How to Apply Below
Pinion Wealth is seeking a proactive client-focused operations specialist to guide clients through complex account openings with care and precision, while building lasting relationships through consistent communication and high‑touch service.
In this fast-paced, high-volume role, you will own front-to-back operations, support advisors with client materials, master CRM tools, and continuously seek ways to improve processes for a seamless client experience.
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