Operations Associate

Operations Associate

Hiley Hunt Wealth Management | Omaha, Nebraska | Full-Time, In-Office

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

Hiley Hunt Wealth Management is seeking an experienced, detail-oriented Client Service Associate to join our growing team in Omaha.

We are a boutique, fee-only Registered Investment Adviser serving women who have lost a spouse and family stewards with complex financial lives. We place a high value on exceptional client service, attention to detail, professionalism, and doing things the right way.

The Role

The Client Service Associate will play an important role in the day-to-day service of our clients and the operation of the firm. This position works closely with our advisors and clients to ensure requests are handled accurately, efficiently, and with a high level of care.

Responsibilities will include:

• Managing client account opening, maintenance, transfers, distributions, and other service requests
• Working extensively within Charles Schwab Advisor Center and Orion.
• Preparing and processing client paperwork and monitoring items through completion.
• Maintaining accurate client records and workflows within our CRM and other technology platforms.
• Coordinating with Schwab and other outside professionals to resolve client service needs.
• Supporting advisors in preparation for and follow-up from client meetings.
• Proactively identifying outstanding items and ensuring they are completed.
• Providing a consistently high level of service and follow through to the internal team.
• Handling sensitive client and financial information with discretion and confidentiality.

Qualifications

• Three or more years of relevant experience within a Registered Investment Adviser (RIA) or broker/dealer environment preferred.
• Experience using Charles Schwab Advisor Center or similar custodial platform.
• Experience with Orion, Redtail CRM, MoneyGuidePro, and Holistiplan is a plus.
• Bachelor’s degree or equivalent professional experience preferred.
• Good understanding of the financial planning process, investment account types, and coordinated wealth management. 
• Strong critical-thinking and problem-solving skills.
• Exceptional attention to detail and organizational ability.
• Ability to manage multiple priorities and follow tasks through to completion.
• Ability to adapt to changing priorities, challenging demands, delays, and unexpected events.
• Excellent written and verbal communication skills.
• High degree of professionalism, discretion, and confidentiality.

Who Will Thrive Here

We are looking for someone who takes ownership of their work, notices the details, and genuinely enjoys making an impact for the team. The right person is organized, dependable, resourceful, and comfortable working in a small-team environment where everyone contributes. xhqgsiq

This is an in-office position in Omaha, Nebraska and an opportunity to become an important part of a growing independent wealth management firm.