Overview
Wealth Management Operations Associate Jobs in United States at Claire Myers Consulting
Title: Wealth Management Operations Associate
Company: Claire Myers Consulting
Location: United States
COMPENSATION: $60,000 – $80,000 base salary + benefits
Overview:
Join a highly respected, boutique firm known for delivering sophisticated financial planning and investment solutions to a loyal and high-caliber client base.
This is a unique opportunity to step into a central, high-impact role where you will partner closely with advisors and play a key part in delivering a seamless client experience. The team values precision, collaboration, and a strong service mindset, offering the chance to deepen your expertise across both investment and insurance operations in a supportive, growth-oriented environment.
Key Responsibilities:
- Prepare and process investment and insurance paperwork with a high degree of accuracy and efficiency
- Maintain and update client data across systems to ensure successful account setup and application submission
- Review and manage insurance applications, including conversions, policy changes, and ongoing service requests
- Coordinate and oversee the underwriting process, including scheduling medical exams and monitoring status updates
- Support new account onboarding by collecting and verifying required documentation
- Serve as a primary point of contact for client inquiries, resolving service requests related to investment and insurance products
- Own workflows from initial information gathering through completion, ensuring timely follow-up and execution
- Proactively communicate with clients and internal team members regarding outstanding items and next steps
- Assist in the retention and servicing of existing client relationships, including conservation efforts
- Contribute to additional operational projects and administrative initiatives as needed
Qualifications:
- Prior experience in financial services operations, ideally within wealth management or insurance
- Strong written and verbal communication skills with a client-first mindset
- Highly organized with exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Proactive, initiative-driven, and solutions-oriented
- Demonstrated ability to handle sensitive and confidential information with discretion
- Growth-oriented with a desire to learn and expand skillsets within wealth management
- Life & Health Insurance license preferred but not required
