Client Service & Operations Associate

Client Service & Operations Specialist

Wealth Advocate Group | Beachwood, OH

Are you detail-oriented, relationship-driven, and excited to grow your career in financial services? Wealth Advocate Group is a growing, independent wealth management firm looking for a Client Service & Operations Specialist to join our Beachwood office.

This is an excellent opportunity to become a key part of a collaborative, supportive team that is deeply committed to our clients and to each other. We pride ourselves on building long-term relationships rooted in trust, care, and thoughtful financial guidance.

If you enjoy helping people, love staying organized, and want to learn and grow in the wealth management field, we’d love to meet you.

Why You’ll Love Working Here

• A team-first culture that values collaboration, curiosity, and personal growth.

• Meaningful work helping individuals and families navigate important financial decisions.

• Clear opportunities to learn, develop, and advance within the firm.

• A supportive environment where your contributions truly matter.

• Option for a hybrid schedule after the first 90 days.

The Role

As our Client Service & Operations Specialist, you’ll be a vital connection point between our advisors, clients, and operations. You’ll help ensure exceptional client experiences through clear communication, thoughtful follow-up, and strong attention to detail.

This role is ideal for someone who is self-motivated, enjoys interacting with clients, and takes pride in being organized and reliable. A securities license is not required to start, but support is available if you choose to pursue licensing or certifications as part of your career growth.

Key Responsibilities

• Support clients and advisors with account opening, documentation, and service requests.

• Prepare for and support client meetings, including reports and follow-up items.

• Maintain accurate client records in Salesforce, financial planning, and portfolio systems.

• Proactively track and follow up on client service requests and transactions.

• Communicate clearly and professionally with clients and internal team members.

• Handle administrative tasks such as phone coverage, mailing, filing, and form processing.

• Ensure compliance with firm policies and industry regulations.

What We’re Looking For

• Bachelor’s degree preferred (relevant industry experience considered)

• Experience in financial services or wealth management is preferred but not required

• Strong attention to detail and follow-through

• Friendly, professional communication skills and comfort speaking with clients

• Organized, adaptable, and able to manage multiple priorities

• Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)

• Comfortable with technology and eager to learn new systems

Compensation & Benefits

• Full-time position

• Competitive salary based on experience

• Retirement plan

• Health care benefits

• Paid time off and paid holidays

• Option for a hybrid schedule after the first 90 days.

• Opportunities for incentives, professional development, and career advancement

If you’re looking for a role where you can build relationships, grow professionally, and make a real impact, we encourage you to apply and start a conversation with us.