Client Service Representative (Operations)

JOB DETAILS

Client Service Representative (Operations) Laramie, WY (with opportunity for Remote Work) Full-Time    

ROLE OVERVIEW

  The Client Service Representative will be focused on client service operations, paperwork processing, and administrative execution

You will play a critical behind-the-scenes role ensuring onboarding, account servicing, and documentation are handled accurately and efficiently

  This role is primarily operations- and execution-focused, with responsibility for client onboarding, paperwork processing, and administrative workflows

While Markle Financial is a growing firm and opportunities may evolve over time, this position is designed for individuals who take pride in operational excellence and execution as their core contribution

ABOUT MARKLE FINANCIAL LLC

  Markle Financial LLC is an independent Registered Investment Advisor (RIA) headquartered in Laramie, Wyoming, serving high-net-worth individuals and families across the U.S

since 2015

  Our mission is to serve as enduring partners to our clients, helping them steward their wealth wisely and navigate the complexities of personal finance, business, real estate, and total wealth planning

We are known for bespoke, tailored service, integrity, and operational excellence

  We are a lean, flat, and values-driven firm seeking a Client Service Representative - Operations to support our advisors and IRA staff through accurate execution and strong administrative follow-through

WHY MARKLE FINANCIAL

  Markle Financial is a values-driven, independent RIA built on stewardship, integrity, and long-term partnership

We believe excellent client outcomes are created not only through good advice, but through reliable execution, thoughtful processes, and people who take ownership of their work

  As a lean and flat organization, you will work closely with decision-makers and be trusted to own meaningful responsibilities from day one

Your work will directly support high-net-worth families as they navigate complex financial decisions across personal finance, business, real estate, and total wealth planning

  We value: - Integrity and independence in how we serve clients - Reliability and follow-through in how work gets done - Teamwork and kindness in how we work together - Continuous improvement over rigid corporate processes This is a firm where: - Good ideas are welcomed, regardless of title - Quality and accuracy matter more than volume - Flexibility and adaptability are essential - Operational excellence is recognized as a core driver of client trust For the right person, this role offers the opportunity to build a long-term career in client service operations, contribute meaningfully to a growing firm, and be part of a team that takes pride in doing important work well

ROLE OVERVIEW

This role is focused on client service operations, paperwork processing, and administrative execution

You will play a critical behind-the-scenes role ensuring onboarding, account servicing, and documentation are handled accurately and efficiently

  This role is primarily operations- and execution-focused, with responsibility for client onboarding, paperwork processing, and administrative workflows

While Markle Financial is a growing firm and opportunities may evolve over time, this position is designed for individuals who take pride in operational excellence and execution as their core contribution

KEY RESPONSIBILITIES

Client Onboarding & Account Processing

- Prepare and process new account paperwork with custodians - Complete client service agreements, disclosures, and forms with accuracy - Manage DocuSign workflows and documentation tracking - Follow up on outstanding items and ensure timely completion  

Client Service Operations

- Support accou t maintenance and service requests - Coordinate receipt and delivery of client documents - Maintain accurate, organized, and compliant records - Ensure precision with numbers, dates, and account details  

CRM & Internal Support

- Work daily in a CRM system to document notes, tasks, and workflows - Translate advisor notes into clear action items and follow-ups - Schedule meetings and manage calendars using Outlook or similar tools - Close the loop on tasks so nothing falls through the cracks  

Operational Excellence

- Reduce administrative burden for advisors and IRA staff - Identify errors, inefficiencies, or process gaps - Adapt to changing priorities and client needs - Accept feedback and implement improvements quickly  

SKILLS & TRAITS FOR SUCCESS

- Experience with high-accuracy paperwork in regulated environments - Strong attention to detail and follow-through - Comfort managing multiple workflows - Ownership mindset and initiative - Adaptability in a lean, non-corporate environment  

PREFERRED EXPERIENCE & SKILLS

- Experience in  - Wealth management or RIA client service - Banking, trust administration, or financial operations - Legal assistant or administrative roles - Proficiency with office and productivity tools, including: - Microsoft Office (Word, Excel, Outlook, PowerPoint) - PDF and document management tools - Electronic signature platforms such as DocuSign - Experience working in CRM systems (e.g., Salesforce, Redtail, Wealthbox, or similar) - Strong attention to detail and ability to self-review work for accuracy - Bachelor's degree or equivalent experience preferred (not required)  

COMPENSATION

Base salary range of $35,000 - $52,000, depending on experience, plus performance-based incentives

We are open to candidates with varying levels of experience and will calibrate compensation accordingly.