What are the responsibilities and job description for the Client Service and Operations Specialist position at Triad Careers?
About the role
As a Client Service & Operations Specialist at Triad Wealth Partners, LLC ("Triad Wealth"), you will be at the center of supporting financial advisors and helping them deliver exceptional experiences to their clients. From account setup and maintenance to transfers and service resolution, you will play a key role in ensuring advisors receive timely, accurate, and high-touch support. This role is ideal for someone who enjoys problem-solving, working with people, and growing their career in a fast-paced, collaborative financial services environment.
What you'll do
- Serve as a primary point of contact for advisors and their staff, providing guidance on account opening, funding, maintenance, and transfer requests.
- Manage a queue of service cases, ensuring timely and accurate resolution of inquiries and operational tasks.
- Support client-directed activity on new and existing accounts, including contributions, withdrawals, transfers, and account maintenance.
- Research and respond to advisor and staff inquiries with thoughtful, clear, and professional communication.
- Collaborate with internal teams and partner custodians to research issues with transactions such as contributions, withdrawals, investment changes, and transfers.
- Provide training and support related to platform usability and administrative processes.
- Take ownership of service requests from intake through resolution, including proactive follow-up.
- Identify and escalate service issues as needed, working toward fair and timely resolutions that restore confidence and trust.
- Share feedback and ideas to improve processes, service quality, and operational efficiency.
- Stay informed about industry developments and operational best practices.
Qualifications
- Bachelor's degree and 1–3 years of experience in financial services, operations, or a related client support role.
- Experience supporting clients, advisors, or internal stakeholders in a service or operations capacity.
- Strong service mindset, desire to help others, and strong affiliation to Triad Wealth's mission to help advisors grow and build businesses of significance.
- Excellent verbal and written communication skills.
- Strong organizational, problem-solving, and time management skills.
- Salesforce and Orion experience a plus.
As an access person of Triad Wealth this position is subject to SEC restrictions on personal political contributions, personal securities transactions, and gifts & entertainment.