loading
reading
writing
saving
searching
Client Experience/Operations Specialist (Financial planning RIA) (Bend)
Axiom Wealth Strategies
243 SW Scalehouse Loop Ste 5B
compensation:
40,000 -80,000 $25-$40/hour depending on experience
employment type:
full-time
experience level:
entry level
job title:
Client Experience & Operations Specialist
QR Code Link to This Post
Axiom Wealth Strategies exists to empower individuals and families to build “true wealth” — financial, relational, and generational. We serve as fee-only fiduciaries and believe that in all things Christ preeminent.
We are a rapidly growing, values-driven advisory firm serving young families, widows, and retirees. Our team is small, collaborative, and deeply committed to excellence in service.
This role is foundational to our next phase of growth.
Overview:
• The Client Service & Operations Associate plays a central role in delivering an exceptional client experience and ensuring the firm operates smoothly as we scale.
• You will work closely with our leadership team to support client relationships, coordinate operations, and help implement systems that allow the firm to grow without sacrificing quality or care.
• This is not a passive administrative role — it is a hands-on position with meaningful responsibility and long-term growth potential.
• Axiom is expanding rapidly. This role offers the opportunity to grow into greater responsibility over time, including operations, client service leadership, or other areas depending on strengths and interests.
Opportunity:
• Start by meeting the various needs of clients and the firm. Clear KPI’s and OKR’s
• Axiom expects to grow quickly which will lead to exciting new opportunities.
• Learn about financial advising and planning in a fun and face paced environment.
• Ability to work virtually.
• Significant upside career path.
Key Responsibilities:
Client Service & Relationship Support
• Coordinate client onboarding and account setup
• Prepare materials for client review meetings
• Maintain accurate client records in CRM systems
• Respond to routine client requests with professionalism and warmth
• Assist with scheduling and follow-up communications
Operations & Workflow Execution
• Manage assigned workflow tasks through our CRM
• Ensure processes are completed accurately and on time
• Support implementation of new systems and procedures
• Coordinate vendor interactions and internal logistics
• Assist with compliance-related administrative tasks
Client Experience & Events
• Support client appreciation events and communications
• Coordinate gifts, outreach, and special initiatives
• Help maintain consistent service standards
Ideal Candidate
• Highly organized and detail-oriented
• Proactive and team centric
• Comfortable communicating with clients professionally
• Able to manage multiple tasks simultaneously
• Curious and eager to learn
• Comfortable working independently while staying aligned with a team
• Interested in financial planning or professional services
Technical Skills (Helpful but Not Required)
• CRM systems (Redtail preferred)
• Microsoft Office / Google Workspace
• Experience with financial platforms (LPL ClientWorks, Morningstar) is a plus
• Marketing experience
Compensation and Work Arrangement:
• Compensation: $25–40/hour depending on experience (50k-80k equivalent)
• Full-time or part-time considered. Bonus structure for right candidate
• Hybrid or remote flexibility depending on candidate and performance
Next Steps:
• Please email your resume
• Please include a brief letter on why you would be a good fit for the position by answering a few questions
o What does “true wealth” mean to you?
- Principals only. Recruiters, please don't contact this job poster.