Senior Client Operations Associate

Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible for owning key client service workflows, supporting operational execution, and providing day-to-day guidance to junior team members and interns.This role is designed for a high-performing operations professional who demonstrates strong initiative, attention to detail, and the ability to drive consistent follow-through across client service processes. While this position is not currently a formal people manager role, it is expected to contribute to team leadership and may grow into expanded management responsibilities over time.Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in house CPA to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight feeonly financial planning and asset management.The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News multiple years in a row.Essential ResponsibilitiesClient Service: Serve as an escalation point for complex client operations issues, ensuring timely resolution and high service standardsDirect daily client operations activities including service requests, account maintenance, transfers, and onboarding workflowsEnsure all paperwork is accurate, complete, and in good order prior to custodian submissionPerform status checks throughout service and transfer processes, communicating proactively with advisors and internal teamsServe as liaison between custodians, advisors, trading, and the investment teamRecord all service tasks and workflow steps in the CRM to ensure accountability and timely follow-throughMaintain compliance awareness within service workflows and documentation standardsWorkflow & Process ImprovementSupport the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experienceEstablish consistent structures, checks-and-balances, and follow-up systems to reduce errors and improve executionParticipate in regular review and continuous improvement of team processes and service standardsTeam Support & Development (Team Lead Focus)Provide training, coaching, and day-to-day support to Client Operations Specialists and AssociatesAssist with onboarding and support of interns, ensuring consistent execution of core client service processesServe as a resource to the team by reinforcing best practices and operational consistencyContribute to a culture of accountability, professionalism, and strong client service executionHiring & Recruiting SupportAssist with initial resume review and first-round candidate screening for Client Operations and Residency-related hiring needsSupport recruiting coordination efforts as needed, including internship pipeline and outreach supportQualificationsBachelor’s degree required. Three or more years of experience in financial services industry requiredClient service, administrative or operations experience at an RIA is preferredDemonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environmentDetail-oriented with strong prioritization and project management skills to drive progress of firm projects; ability to handle multiple projects and tasks simultaneously while maintaining quality workStrong technology skills, including MS Office (Excel), CRM and internal portal technologyHighly adaptive and responsive to changing needs and deadlinesAbility to establish structures, checks-and-balances, and maintain follow-up systemsCompensation & BenefitsSalary range: $75,000 - $105,000, plus discretionary performance bonuses paid out bi-annuallyTotal Compensation Range with Bonus = $86,000 - $132,000401(k) plan with opportunity to earn up to 7% the first year and 10% with tenureBest and brightest leaders will have opportunities to buy into and become owners in the firm over time11 paid holidays and 15 PTO days to use at your discretionEmployer paid Health/Dental/Vision insurance premiums for individuals and familiesEmployer HSA contributionsEmployer paid Life and Long-Term DisabilityPowered by JazzHRy1L6Xsfp6y