Description
The Client Operations Specialist supports the preparation, processing, servicing, and ongoing maintenance of client accounts and plans. This role works closely with Client Experience Coordinators and the Operations Team to ensure timely, accurate execution of custodial paperwork, CRM updates, and client service requests that support customized client solutions.
Essential Duties & Responsibilities
- Prepare and process documentation to open, close, service, and maintain client accounts
- Coordinate with custodians to submit, track, and resolve account and service requests
- Support client onboarding, offboarding, transactions, and compliance-related needs
- Maintain accurate and up-to-date client information in CRM and reporting systems
- Communicate effectively with Client Experience Coordinators to ensure requests are completed accurately and on time
- Manage workflows, document notes, and follow established operational procedures
- Prioritize workload across personal responsibilities and shared operations queues
- Translate verbal and written requests into actionable tasks
- Participate in ongoing training to stay current with regulatory and technology updates
Requirements
Bachelor’s degree preferred
- Strong communication, organizational, and computer skills
- High attention to detail and ability to manage multiple priorities
- Team-oriented mindset with the ability to work independently
- Strong customer service focus and problem-solving skills
- Interest in continued industry education
- Project management experience is a plus
Skills Required
- Bachelor's degree preferred
- Strong communication skills
- Organizational skills
- Computer skills
- High attention to detail
- Ability to manage multiple priorities
- Team-oriented mindset
- Strong customer service focus
- Problem-solving skills
- Interest in continued industry education
- Project management experience
What We Do
TFO Wealth Partners is a nationally recognized wealth management firm that specializes in connecting high-net-worth individuals, families, and successful businesses with their wealth and purpose. Their services include wealth planning, investment management, estate coordination, tax planning, and philanthropic activities, aiming to help families thrive.
