Client Operations Lead (Sr. Client Serivces)

Lupton Partners•Overland Park, KS

3d•Onsite

About The Position

Our Client is a premier Registered Investment Advisory (RIA) firm managing approximately $1 billion in assets. Operating from their Overland Park headquarters, they serve 650 high-net-worth households and 60 retirement plan relationships. With a deliberate culture of excellence and a tight-knit team of 17, they offer the high-touch feel of a boutique firm backed by the capabilities of a major organization. The Mission Your goal is to be the Technical Backbone of the client experience. This is a senior-level "Department of One" operational role for someone who has spent years earning the trust of sophisticated families. You aren't just processing paperwork; you are the architect of the onboarding experience and the primary guardian of money movement integrity. You provide the operational sovereignty that allows advisors to focus entirely on delivering advice.

Requirements

5+ years of client-facing experience specifically within a Wealth Management or RIA environment.
Deep fluency with custodial platforms (Schwab, Fidelity, or similar) and a clean compliance record regarding money movement.
Exceptionally detail-oriented, with the ability to manage multiple time-sensitive tasks without sacrificing accuracy.
A polished, professional communication style appropriate for high-net-worth individuals and business owners.

Responsibilities

Own the client onboarding experience end-to-end, from account setup through first-review coordination, ensuring a seamless "Day One" experience.
Serve as the first point of contact for sophisticated client inquiries, resolving complex service needs with speed and professional polish.
Manage all wires, ACH transfers, RMDs, and distributions with a high degree of accuracy and strict adherence to internal compliance protocols.
Maintain audit-ready client records within the firm’s CRM and portfolio management systems (Salesforce/Redtail).
Partner directly with advisors on meeting preparation and follow-up, ensuring the advisory team is fully leveraged.