What are the responsibilities and job description for the Senior Client Service & Operations Specialist - Wealth position at Triad Partners?
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About The Role
As a Senior 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, while also providing hands-on guidance and mentorship to a newer team member. This role is ideal for someone who brings prior experience handling a high volume of custodian and advisor calls, enjoys problem-solving and working with people, and wants to help build out a growing service team in a fast-paced, collaborative financial services environment.
What You'll Do
What Are Our Benefits?
Come do business, and life, with us! 😊
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About The Role
As a Senior 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, while also providing hands-on guidance and mentorship to a newer team member. This role is ideal for someone who brings prior experience handling a high volume of custodian and advisor calls, enjoys problem-solving and working with people, and wants to help build out a growing service team in a fast-paced, collaborative financial services environment.
What You'll Do
- Act as a day-to-day resource and mentor for a newer Client Service team member, providing guidance on case handling, custodian workflows, and platform best practices.
- Own the most complex and time-sensitive service cases, including high-volume custodian calls, escalated issues, and time-critical account requests.
- 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.
- Bachelor’s degree and 4 years of experience in financial services, operations, or a related client support role, including experience mentoring, training, or overseeing junior team members.
- Demonstrated experience handling a high volume of custodian calls (e.g. Schwab, Fidelity) and complex service cases from intake through resolution.
- 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.
What Are Our Benefits?
- Very competitive compensation
- Fully paid health, dental and vision insurance for employees and families
- Generous PTO policy
- 401k Plan
- Hybrid remote schedule for added flexibility (if local)
- Remote schedule available if not within a commutable distance
- Monthly team events and a strong team-first culture
Come do business, and life, with us! 😊