What are the responsibilities and job description for the Operations & Client Onboarding Specialist (Full or Part-Time) position at RootN Wealth Management, Inc?
Company Description
RootN Wealth Management, Inc. is a Texas-based investment advisory firm and a subsidiary of RootN Global Investors, a leading asset management company in Korea with an expanding presence in the U.S. market. The comapny is in the process of registering as an investment adviser in the State of Texas.
Role Description
We are seeking an Operations & Client Onboarding Specialist for a hybrid role located in the Austin, Texas Metropolitan Area with flexibility for remote work. This position can be either full-time or part-time, depending on candidate preference. The Specialist will be responsible for effectively managing client onboarding processes, supporting operational workflows, and contributing to the overall efficiency of the firm. Tasks include coordinating documentation and compliance for new clients, facilitating communication between teams, and assisting with project management to ensure operational success.
Qualifications
- Operational Excellence: 2 years of experience in wealth management, banking, or financial operations.
- Bilingual Proficiency: Professional-level fluency in both Korean and English is highly preferred.
- System Savvy: Proficiency with financial CRM tools(e.g. Wealthbox), custodian platforms, and the Microsoft Office Suite.
- Detail-Oriented: Exceptional organizational skills with a commitment to error-free handling of legal and financial paperwork.
- Legal Authorization: Must be a U.S. Citizen or Green Card holder.
Compensation & Benefits
We offer competitive compensation based on your chosen commitment level:
- Full-Time: $35,000 – $55,000 per year Performance Bonus (5–15%).
- Part-Time: $25 – $35 per hour (DOE) Pro-rated Performance Bonus.
- Growth Opportunity: Part-time employees have the option to transition to full-time status as the firm continues to scale.
Salary : $35,000 - $55,000