$130k/yr
Operations & Client Service Manager
MDRN Wealth™ · Spokane, WA
Job description(tap to read)
MDRN Wealth is a fast-growing boutique RIA based in Los Angeles, serving clients nationwide as a fee-only fiduciary. We obsess over the full picture — proactive tax planning, estate planning, and investment management that actually work together. Our firm is built on modern technology and AI, which lets our experienced team deliver deeply personalized service to every client. Our work has been recognized in the Wall Street Journal, Barron's, Bloomberg, The New York Times, and CBS News. The Role We're looking for an experienced, hands-on leader to take ownership of MDRN Wealth's day-to-day client service operations, operational systems, workflows, and billing processes. This is a high-autonomy role for someone who enjoys both building scalable processes and rolling up their sleeves to execute them. You'll lead and develop our client service team while personally handling complex service requests, operational projects, and responsibilities that require experience and sound judgment. You'll be the person who makes sure our clients' experience matches the quality of the advice they receive. What You'll Do Operational Leadership & Systems • Own the design, implementation, and continuous improvement of our operational workflows and standard operating procedures • Serve as the firm's internal subject-matter expert on our CRM, custodial platforms, and operational technology • Independently identify opportunities to improve, implement solutions, and build scalable processes as we grow • Manage vendor and technology relationships, including platform administration, employee onboarding setup, and integrations • Partner with leadership to set operational priorities while owning routine operational decisions Client Service Oversight & Team Management • Directly manage, train, and develop our Client Service Associate(s), including regular team meetings and training sessions • Own the client service function end to end, establishing and monitoring team performance standards for how every request is handled • Oversee all inbound and outbound client service requests and custodial workflows • Own complex or sensitive client requests that call for senior-level expertise • Partner with advisors to set clear communication, task delegation, and service expectations Billing & Revenue Operations • Own the firm's advisory billing process end to end, from new-client setup and fee schedules to quarterly execution and reconciliation • Maintain accurate billing records and audit readiness, aligned with client agreements and firm policies You're the Right Fit If • You have deep client service and custodial expertise, and clients feel it in every interaction • You take ownership and like building systems, not just running them • You lead by example and enjoy developing others • You're hands-on and thrive in a fast-growing firm where you're empowered to improve how things work What We Need • 5+ years of RIA client service and operations experience, including direct ownership of operational processes • Expert knowledge of account types (IRAs, Roth IRAs, trusts, 401(k)s, entities) and custodial processes, including account openings, ACATs, money movement, wires, journals, and RMDs • Demonstrated experience designing or materially improving workflows in an RIA CRM • Prior experience as a manager or in an equivalent supervisory role, with direct reports • Hands-on experience with Schwab and/or Altruist • Experience configuring and executing advisory billing • Clear, professional communication with clients, advisors, and custodial partners • Must be available to work Pacific Time hours (8am–5pm) Nice to Have • Experience with Slant, Capitect, and both Altruist and Schwab • CFP® or FPQP™ • Based in Los Angeles or Southern California Compensation & Benefits We take care of our team the same way we take care of our clients — by looking at the full picture. • Base salary: $100,000–$130,000/yr, depending on experience • Quarterly performance-based profit-sharing bonus eligibility • 100% remote — work from anywhere in the US • Unlimited PTO + paid holidays • 401(k) with employer match • Medical, dental, vision, life, and disability insurance • Professional development support, including certifications, licenses, and continuing education MDRN Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. mdrnwealth.com | linkedin.com/company/mdrn-wealth
Customer Service Enrollment Specialist - Remote
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Insurance Sales Representative - Work From Home
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Call Center Rep Work From Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Remote Customer Service/Advisor
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.