Wealth Management Operations Analyst

Wealth Management Operations Analyst
Location: Columbus, OH
Pay Rate: Up to $24/hr W2
Contract: 12 months

We are seeking a Wealth Management Operations Analyst to support Estate & Inheritor Services within a leading wealth management organization. This role focuses on assisting clients and beneficiaries through the inheritance process, including account transitions, asset transfers, documentation, and service requests.

Responsibilities:

• Provide one-on-one support to clients and beneficiaries throughout the inheritance process.
• Communicate with clients by phone and email while providing a high level of service, transparency, and empathy.
• Process and follow up on client service requests to ensure timely completion.
• Set expectations regarding service timelines and follow up consistently.
• Research and resolve client service issues and escalate when appropriate.
• Work with branches and internal departments to coordinate requests.
• Use internal systems to manage cases and accurately document client interactions.
• Monitor and manage a daily caseload in a high-volume environment.
• Follow client verification, compliance, and fraud-prevention procedures.
• Maintain awareness of SEC, compliance, and firm policies.
• Assist with other operational and administrative duties as needed.

Qualifications:

• College degree preferred.
• 3–4 years of financial services experience preferred.
• Experience with client service, wealth management, brokerage, banking, estates, trusts, retirement accounts, account opening, or asset distribution.
• Strong written and verbal communication skills.
• Excellent customer service and interpersonal skills.
• Strong organization, attention to detail, and follow-up skills.
• Ability to research and resolve problems accurately.
• Comfortable handling a high volume of requests in a fast-paced environment.
• Strong Microsoft Office skills.
• Ability to work independently while also collaborating effectively with a team.