Client Services Specialist; Wealth Management

Overview

Are you a person with a strong sense of initiative and a desire to showcase your skills in a dynamic, client-focused setting? Do you thrive in extremely fast-paced, high-volume work where priorities shift quickly? Can you bring a sense of calm, order, and follow-through even when multiple tasks are in motion? At Pinion Wealth, we’re looking for an administrative professional who’s not just organized and detail-oriented, but driven to continuously improve, ask questions, and bring strategic level thinking to a team.

This person is not afraid to pivot between responsibilities without losing accuracy and provide exceptional client service - ideal for someone who wants to build a long-term career in administrative operations within the wealth management space.

• Deliver exceptional client experiences by managing a high volume of communications, scheduling, and service requests with speed and precision.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Own operational excellence by mastering CRM tools, managing calendars, and proactively resolving client service issues in a dynamic environment.
• Demonstrate initiative by actively learning, asking thoughtful questions, and seeking out ways to improve processes and client outcomes.
• Multitask effectively while maintaining accuracy and the ability to step back and see the big picture.

• Within 30 days:
  Learn Pinion Wealth’s systems, tools, and client service standards.
• Within 90 days:
  Independently manage advisor calendars, client communications, and meeting prep in a high-volume setting.
• Within 6 months:
  Lead client service tasks with minimal supervision.
• Within 12 months:
  Continue refining administrative expertise and take ownership of key operational processes.

• 3+ years of administrative or operations experience (wealth management and/or high-level administrative experience preferred but not required).
• Strong organizational and communication skills, with a proactive mindset.
• Comfort with technology and CRM systems; proficiency in Microsoft Office Suite.
• High attention to detail, confidentiality, and follow-through.
• Ability to thrive in a fast-paced, high-volume environment while maintaining quality and professionalism.
• A natural curiosity and drive to learn, ask questions, and grow.
• Ability to multitask with accuracy while keeping the broader client and business goals in view.

• Notary Public certification or willingness to obtain.
• Series 7 and 65 licenses

• People-centered culture, with fun as part of our core firm values
• Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
• More freedom to explore your areas of interest
• Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, holidays, flexible work arrangements, and paid leave.

Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

2/18/2026