Senior Client Service & Operations Associate Box Financial Advisors LLC Grapevine, TX Job Details Full-time $80,000 - $100,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Employee assistance program Vision insurance Professional development assistance Qualifications Financial operations Customer relationship building Workflow management (operations management method) Investment management software Managing clients in a customer support role Records management Problem-solving Investment account customer support CRM system proficiency AI-driven automation Process management Automation tools Financial process automation Full Job Description About Box Financial Box Financial Advisors is a boutique RIA based in Grapevine, Texas, and part of the broader Box family of businesses. That gives our team a combination that is somewhat unique: the entrepreneurial environment and direct impact of a small firm, supported by the professional infrastructure of a larger organization. Our broader Box team provides established support in areas such as human resources, benefits, technology, accounting, and business operations. At Box Financial, we remain intentionally small, collaborative, and hands-on. We are building the next version of the firm around a focused group of client relationships, exceptional financial planning, and a highly efficient operating model powered by strong systems, technology, and AI.

The Box Vision & Values Vision:

To sow Love and Acceptance into Men and Women in the Marketplace; to Seek and Model Heaven.

Values:

Treasure the Person Every Time; Simplicity; Fun! Position Overview We are seeking an experienced Senior Client Service & Operations Associate to become a key operator within our RIA. This is a hands-on individual-contributor role for someone who takes pride in getting work done accurately, completely, and on time. You will work closely with our Vice President of Wealth Management, allowing him to focus on client relationships, financial planning, and technical advisory work while you own much of the execution surrounding those activities. You will also work directly with the firm founder to turn ideas into repeatable workflows, documented procedures, effective systems, and disciplined execution. This is not a people-management role and it is not a path to becoming a financial advisor. We are looking for someone who wants to build a long-term career as an exceptional RIA operations and client-service professional. We value that expertise and are willing to compensate accordingly. Job DescriptionClient Service & Advisor Support Schedule client meetings, process meeting notes into action items, and ensure follow-through to completion. Maintain CRM records, eMoney inputs (under advisor direction), and client paperwork/e-signatures. Serve as a direct point of contact for clients on service matters, documentation, and routine questions that don't require advisory judgment. Coordinate account openings, transfers, money movement, and beneficiary changes. Operations & Workflow Ownership Own and continuously improve recurring workflows across Planning, Operations, and Investment Management. Build and maintain SOPs, checklists, and process documentation. Identify inefficiencies and build systems that make the firm easier to operate as it grows. Technology & Systems Maintain clean, reliable data across Salesforce, Orion, eMoney, custodian, and sponsor platforms. Build and improve workflows, automations, templates, and reporting; troubleshoot issues and learn new systems quickly. Actively use AI and automation to improve efficiency, accuracy, and execution. Billing, Custodians & Documentation Execute and reconcile advisory billing and maintain accurate supporting records. Coordinate custodian and sponsor paperwork, resolve service issues, and keep client documentation complete, accurate, and compliance-ready. Private Investment Operational Support Track K-1s, sponsor communications, and portal records, and support documentation and reporting for private investments. QualificationsRequired 5+ years of hands-on client service and/or operations experience within an RIA. Strong understanding of RIA client-service and operational workflows. Experience working with custodians and processing account documentation. Demonstrated proficiency with CRM and wealth-management technology. Exceptional attention to detail, organization, follow-through, and written communication. Ability to manage multiple priorities while maintaining accuracy. Comfort adopting new technology, automation, and AI tools. Preferred Experience in a small or growing RIA. Experience with advisory billing and reconciliation. Salesforce, Orion, eMoney, or comparable RIA technology experience. Experience supporting private or alternative investments. Experience creating SOPs, workflows, and operational documentation. Strong Microsoft 365 and Excel skills. No securities licenses or financial planning designations are required.

Pay:

$80,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Employee assistance program Health insurance Professional development assistance Vision insurance

Experience:

Hands-on client service and/or operations within an RIA.: 5 years (Required)

Work Location:

In person