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Senior Client Operations Associate for a U.S. based Financial firm at Paired. Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location.. Our client is a boutique, fiduciary wealth management and financial advisory firm that partners with high-net-worth individuals and families to help them grow, preserve, and transfer wealth with intention. With a focus on comprehensive financial planning, investment management, and legacy strategies, the firm provides highly personalized service and long-term guidance. Their collaborative, multidisciplinary approach ensures that every aspect of a client’s financial life is aligned—from tax and estate planning to investment strategy and risk management.. Role Overview. We’re looking for a sharp, detail-obsessed . Senior Client Operations Associate. to join a boutique wealth management firm that offers personalized financial guidance to high-net-worth individuals and families.. This is a . high-trust, execution-focused role. where your primary responsibility will be to manage day-to-day operational workflows across multiple client-facing service areas—including wealth management, tax and accounting, and basic legal coordination. While you’ll collaborate with internal professionals (advisors, attorneys, CPAs, bankers), the emphasis is on . independent task execution. , documentation handling, and high-touch client service delivery.. Ideal candidates will bring prior experience in . wealth management, investment operations, or a similar financial setting, . and thrive in fast-paced environments that demand precision, professionalism, and client-first thinking. Success in this role requires . resourcefulness, initiative, and a problem-solving mindset. —you’ll be expected to quickly adapt, seek clarification when needed, and take ownership to execute effectively with minimal hand-holding.. Workload expectations:. . This role primarily involves . managing workflows and critical client documentation. across our professional service lines. A typical week may include:. . Processing money movements and transactions (ACH, wires, bill payments) . . Preparing and submitting forms and applications (e.g., loan paperwork, account openings) . . Coordinating secure document sharing (e.g., tax docs, contracts, K-1s) . . Executing administrative actions like forming LLCs or preparing basic agreements . . Inputting financial data and assisting with preliminary financial forecasts . . Collaborating with specialized professionals (accountants, attorneys, bankers) . . Responding to client inquiries via shared inboxes and Microsoft Teams threads . . While this position touches all areas of client service, it remains . primarily executional. in nature and demands working knowledge of finance, investment operations, basic accounting workflows, and general legal processes.. Your responsibilities:. . . Client Support:. Respond to service requests and manage follow-ups across client portfolios . . . Account Administration:. Manage account openings, transfers, and custodial paperwork . . . Transactional Support:. Initiate and verify ACHs, wire transfers, and cash movements . . . Document Handling:. Maintain and organize critical financial, tax, and legal documentation . . . Meeting Prep:. Compile planning documents, reports, and presentations . . . CRM & Data Entry:. Maintain accurate records in Wealthbox, Right Capital, or similar platforms . . . Compliance Tracking:. Support KYC, AML, and other documentation compliance workflows . . . Cross-Functional Coordination:. Communicate effectively with attorneys, CPAs, and investment teams . . . Process Improvement:. Identify inefficiencies and help evolve internal workflows. . . Strong written and verbal communication; English fluency is essential. . 5+ years of experience in a financial operations or client service role within wealth management, accounting, or a family office setting. . Bachelor's degree in Finance, Business Administration, or related field (preferred) . . Familiarity with RIA environments, custodial forms, and investment documentation . . Understanding of basic accounting, financial planning, and legal processes (e.g., LLC formation, POAs) . . Previous experience using CRMs like Wealthbox, Tamarac, Right Capital, or similar tools . . Professional credentials such as the Series 65, CFP®, CPA/PFS, EA, CPWA® or equivalent are highly desirable but not required. . Must be available to work during Pacific Time business hours . . Skills and Attributes:. . Exceptional organizational and multitasking skills; ability to manage multiple projects, for multiple clients, simultaneously.. . Tremendous attention to detail and a commitment to excellence in all aspects of deliverable preparation and review.. . Enduring composure, resilience, and adaptability with the ability to excel in high-pressure and urgent circumstances.. . Strong interpersonal and communication skills, with the ability to interact effectively with team members and external partners in a remote setting.. . Intellectual curiosity and a collaborative mindset, with an eagerness to grow personally & professionally.. . Unrivaled professionalism, discretion, and integrity when handling sensitive client information.. . Company Location: Mexico.