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Triad Partners · 3 weeks ago

Client Service and Operations Specialist

Lawrence, KS

Full-time

Onsite

Entry Level

1+ years exp

Triad Partners is a company dedicated to empowering financial advisors while promoting personal freedom. The Client Service & Operations Specialist will support financial advisors by managing account setups, maintenance, and service resolution to ensure exceptional client experiences.

Business DevelopmentConsultingManagement Consulting

Responsibilities

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

Qualification

Financial services experienceClient support experienceSalesforceOrionOrganizational skillsProblem-solving skillsTime management skillsService mindsetVerbal communicationWritten communication

Required

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