Director of Client Operations
Listed on 2026-02-01
-
Finance & Banking
-
Business
Wave Wealth® is transforming the way wealth management is approached by prioritizing the best interests of its clients above all else. Dedicated to helping clients achieve their unique financial goals, Wave Wealth® operates without the influence of proprietary products or corporate profits. Our mission is to provide transparent, client-focused financial solutions tailored to individual needs. We believe in creating meaningful value and fostering lasting relationships built on trust and success.
Role DescriptionThis is a full-time on-site role for a Director of Client Operations, based in our Frisco, TX office. The Director of Client Operations will oversee daily operational activities to ensure optimal client satisfaction, manage client accounts, develop and implement operational strategies, and handle financial transactions. They will ensure smooth workflows and enhance the overall customer experience by addressing and resolving client concerns efficiently.
Key Responsibilities- Own and oversee all client operational workflows, from onboarding through ongoing service
- Serve as the primary point of contact for client service needs, ensuring timely, accurate, and proactive communication
- Manage account administration, paperwork, custodial coordination, and money movement
- Identify inefficiencies and design improved processes to enhance accuracy, consistency, and client experience
- Maintain high service standards while supporting firm growth and increasing complexity
- Collaborate closely with the advisory team to ensure operational excellence supports planning and advice delivery
- Strong skills in Customer Satisfaction and Account Management
- Proven experience in Operations Management and process improvement
- Working knowledge of financial planning and investments
- Ability to lead, prioritize tasks, and manage multiple projects effectively
- Excellent communication, problem-solving, and client relationship skills
- Bachelor's degree in Business Administration, Finance, or related field
- Prior experience in the financial services or wealth management industry is a plus
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).