Client Operations Manager

Cross

MMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with E&E Wealth Management an independent wealth management firm affiliated with New Edge Advisors, a premier RIA platform.

E&E Wealth (Ewasyshyn Wealth Management Group) is dedicated to delivering personalized financial planning and investment management services with a client-first approach. The firm focuses on building long-term relationships and providing thoughtful, strategic guidance tailored to each client’s goals.

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Job Title: Client Operations Manager

Schedule: Part-Time, 3–4 days per week (In-Office)

We are seeking a highly organized, dependable professional to join our Troy office as a Client Operations Manager
. This role is central to ensuring the smooth operation of our client service and office systems.

The ideal candidate enjoys building order behind the scenes, managing details with precision, and supporting a high-quality client experience. You will play an important role in coordinating client account activity, maintaining accurate records, and keeping the office’s operational systems running efficiently.

This position is well suited for someone who takes pride in reliability, follow-through, and creating structure within a professional environment.

• Coordinate and process client paperwork and documentation
• Submit trade tickets and assist with transaction processing
• Coordinate client fund distributions and transfers
• Ensure client account information is accurate and up to date (beneficiaries, documentation, data, etc.)
• Track outstanding client service items and ensure timely follow-up

• Assist with scheduling meetings and managing calendar coordination
• Help maintain a smooth and professional client experience
• Prepare and organize documentation needed for client interactions

• Maintain organized client records and filing systems
• Oversee internal operational workflows and ensure processes run smoothly
• Support development and maintenance of internal systems and procedures
• Provide general administrative support to ensure efficient office operations

• Strong computer proficiency and comfort with general office systems
• Experience with Microsoft Outlook and Microsoft Office
• Exceptional attention to detail and commitment to accuracy
• Strong organizational and time management skills
• Ability to manage multiple tasks and follow-through on open items
• Professional, clear, and personable communication style
• Ability to work independently in a small office environment

• Experience with Wealthscape (Fidelity platform) or other financial industry systems

This is a position where the right person can make a meaningful impact on how our office runs day-to-day. We are looking for someone who takes ownership of their responsibilities and enjoys creating structure, reliability, and efficiency within a professional team.