Client Operations & Implementation Specialist Competitive Salary with Bonuses and Benefits
Help Build the Future of Summit.
Summit Wealth Strategies is seeking an experienced client operations professional to help us take exceptional care of our clients and support our next stage of growth.
Hands-on LPL Financial experience is required. Active securities registrations are strongly preferred, but not required.
Our roots in financial services date back to 1954, when the previous generation of the Duff family began serving clients. Today, co-founders Andy Duff, CFP®, CLU®, ChFC®, and Keith Fedor, RICP®, are building on that foundation with modern technology, sophisticated retirement planning, and a national platform.
With 70+ years history and clients in more than 40 states, Summit combines an established foundation with meaningful opportunities. We commonly serve families approaching or entering retirement with approximately $1–$10 million in investable assets.
You’ll work closely with our advisors and operations team to manage new-client implementation and ongoing account service. This position will initially provide coverage during a team member’s maternity leave, with the potential to continue in a permanent role as we are a growing firm.
We’re looking for someone who can contribute immediately and help us build better systems for the future.
Manage new-client onboarding, account opening, transfers, and rollovers.
Track outstanding requirements and follow through with clients, LPL, and Summit advisors.
Handle account service requests, including distributions, beneficiary changes, and account updates.
Resolve operational issues and keep clients and advisors informed.
Maintain accurate client records, documentation, and tasks in Salesforce.
Coordinate implementation details so advisors can focus on advice and client relationships.
Prior experience supporting an LPL Financial advisor or practice , including hands-on ClientWorks experience.
The ability to independently manage onboarding, transfers, and ongoing account service.
Active Series 7 and Series 63 or 66 registrations are a plus.
Salesforce experience is a plus.
An established foundation with room to make an impact.
We have an established client base, proven planning experience, and a national marketing engine. You’re joining a firm with the foundation to grow and early enough to help shape its future.
A voice in building better operations.
We want talented people who are interested in helping build what comes next.
You understand that our processes exist to serve clients. Submit your résumé through LinkedIn with a brief note describing:
Your experience with LPL Financial and ClientWorks.
Any current securities registrations.
Why you’re interested in helping build the next generation of Summit.
Help Build the Future of Summit.
Summit Wealth Strategies is seeking an experienced client operations professional to help us take exceptional care of our clients and support our next stage of growth.
Hands-on LPL Financial experience is required. Active securities registrations are strongly preferred, but not required.
Our roots in financial services date back to 1954, when the previous generation of the Duff family began serving clients. Today, co-founders Andy Duff, CFP®, CLU®, ChFC®, and Keith Fedor, RICP®, are building on that foundation with modern technology, sophisticated retirement planning, and a national platform.
With 70+ years history and clients in more than 40 states, Summit combines an established foundation with meaningful opportunities. We commonly serve families approaching or entering retirement with approximately $1–$10 million in investable assets.
You’ll work closely with our advisors and operations team to manage new-client implementation and ongoing account service. This position will initially provide coverage during a team member’s maternity leave, with the potential to continue in a permanent role as we are a growing firm.
We’re looking for someone who can contribute immediately and help us build better systems for the future.
Manage new-client onboarding, account opening, transfers, and rollovers.
Track outstanding requirements and follow through with clients, LPL, and Summit advisors.
Handle account service requests, including distributions, beneficiary changes, and account updates.
Resolve operational issues and keep clients and advisors informed.
Maintain accurate client records, documentation, and tasks in Salesforce.
Coordinate implementation details so advisors can focus on advice and client relationships.
Prior experience supporting an LPL Financial advisor or practice , including hands-on ClientWorks experience.
The ability to independently manage onboarding, transfers, and ongoing account service.
Active Series 7 and Series 63 or 66 registrations are a plus.
Salesforce experience is a plus.
An established foundation with room to make an impact.
We have an established client base, proven planning experience, and a national marketing engine. You’re joining a firm with the foundation to grow and early enough to help shape its future.
A voice in building better operations.
We want talented people who are interested in helping build what comes next.
You understand that our processes exist to serve clients. Submit your résumé through LinkedIn with a brief note describing:
Your experience with LPL Financial and ClientWorks.
Any current securities registrations.
Why you’re interested in helping build the next generation of Summit.
Client Operations & Implementation Specialist (Franklin) in franklin at Unknown Company
This position is listed as full time and onsite.