Client Operations Associate TrueNorth Wealth Murray, UT Job Details Full-time $43,000 a year 17 hours ago Benefits Paid parental leave Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance 401(k) matching Employee discount Professional development assistance Life insurance Retirement plan Qualifications Customer records maintenance Escrow Investment advisory support Retirement account customer support Confidential information handling Regulatory documents Serving clients Account maintenance Investment operations Bank transfers Money transfers Client file management Improving operational efficiency Administrative experience Client database systems Mortgages Investment account customer support Organizational skills Credit union experience CRM system proficiency Productivity software Communication skills Account opening Accounting support Entry level Time management Office record organization Customer data entry Full Job Description Client Operations Associate About TrueNorth Wealth At TrueNorth Wealth, we believe exceptional client service extends far beyond the conference room. Behind every successful client relationship is a dedicated operations team that ensures every detail is handled with accuracy, professionalism, and care. We are seeking a Client Operations Associate to join our growing team. This is an excellent opportunity for someone who enjoys organization, problem-solving, and creating exceptional experiences through operational excellence. If you are naturally detail-oriented, enjoy working in a collaborative environment, and find satisfaction in keeping processes running smoothly, we'd love to meet you. While this position primarily supports our advisors and clients behind the scenes, your work plays a critical role in helping individuals and families achieve their financial goals. What You'll Do As a Client Operations Associate, you'll become an integral part of our operations team by supporting advisors and clients throughout the account lifecycle.

Your responsibilities will include:

Preparing and processing client paperwork accurately and efficiently. Assisting with IRA distributions, Qualified Charitable Distributions (QCDs), Required Minimum Distributions (RMDs), account transfers, and other money movement requests. Assist with preparing for client meetings by ensuring all required documentation is complete, organized, and ready for execution, while reviewing submitted paperwork for accuracy and completeness before processing. Coordinating with custodians and financial institutions to ensure requests are completed accurately and promptly. Reviewing paperwork for completeness and regulatory requirements before submission. Maintaining accurate client information within our CRM and operational systems. Monitoring pending transactions and proactively following up to ensure timely completion. Supporting advisors and fellow team members with operational requests and special projects. Helping identify opportunities to improve workflows, increase efficiency, and enhance the overall client experience. What We're Looking For We're looking for someone who takes pride in producing accurate work, enjoys learning new systems, and thrives in a collaborative, fast-paced environment.

The ideal candidate will have:

Exceptional attention to detail and strong organizational skills. The ability to manage multiple priorities while maintaining a high level of accuracy. Strong written and verbal communication skills. Excellent time management and follow-through. A positive, team-oriented attitude with a willingness to learn and grow. The ability to maintain confidentiality and handle sensitive information with professionalism. A commitment to delivering outstanding service to both clients and teammates. Preferred Qualifications While not required, experience in one or more of the following areas is highly valued: Wealth management Financial services Banking or credit unions Investment operations Insurance administration Mortgage, escrow, or title services Accounting or financial administration Administrative or operations support Experience with Microsoft Office, CRM platforms, and financial custodial systems is preferred but not required. Why Join TrueNorth Wealth? At TrueNorth Wealth, we believe our people are our greatest asset. We foster a culture built on collaboration, integrity, continuous learning, and genuine care for one another. Every team member plays an important role in the success of our clients, and we are committed to providing opportunities for professional growth and long-term career development. As our firm continues to grow, you'll have the opportunity to expand your knowledge of the financial services industry, build meaningful relationships with an outstanding team, and make a lasting impact behind the scenes. If you're looking for a career where your organization, precision, and commitment to excellence truly matter, we'd love to hear from you.

Pay:

$43,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Health insurance Life insurance Paid parental leave Paid time off Parental leave Professional development assistance Retirement plan Vision insurance

Work Location:

In person