DN - Client Implementation Specialist

As the Client Implementation Specialist, you play a pivotal role in this growing financial planning practice. You are the operational engine behind the scenes - the conduit between the advisor team and our clients. You make sure paperwork is ready for client meetings, accurately completed, and submitted to our home office on time. You track every piece of business-in-motion, and you push it through to completion. You approach every client interaction as an opportunity to deliver the polish and discretion HNW and UHNW families expect., * You think across systems - you see the connections between Redtail, AssetMark, eMoney, OneNote, and you look for ways to make them flow together

Responsibilities -

• Push BIM (business-in-motion) applications, transfers, and service items to completion

• Prepare for client meetings - agendas, statements, performance reports, OneNote workspaces

• Maintain operational trackers (AUM, BIM, SIM, Planning Fees, Meetings) for weekly review

• Handle money movement paperwork (withdrawals, RMDs, transfers, premiums); senior team approves before submission

• Make outreach and follow-up calls - confirmations, stuck items, campaigns

• Keep Redtail CRM clean - records, notes, imaging, tagging

• Manage scheduling and meeting logistics for the senior advisor and team

• Continuously evaluate and improve your software workflows; explore AI tools where they help

Do you have experience in Phone communication?, Do you have a Associate’s degree?, * You are a self-starter - you motivate yourself and don’t need a push

• You are persistent and have a ‘no excuses’ attitude - half-done is uncomfortable, and you don’t let things sit

• You enjoy coordination and detail work - you manage 10+ open items without losing track

• You have a growth mindset - you treat operational work as a craft, and you continuously improve your efficiency

• You are direct - comfortable nudging a client who’s dragging their feet

• You are polished and discreet - HNW and UHNW clients feel cared for, and sensitive information stays sensitive

• You are tech-adoptive - you pick up new software quickly and you’re genuinely curious about other tools that improve how you work, * 2+ years administrative, operations, or client service experience (1 year financial services preferred). Licenses desired but not required: FINRA SIE; Series 7/66 or 6/63; CA Life and Health

• Strong computer skills - ability to learn new systems quickly

• Microsoft Office Suite - most important: Outlook, Excel, Word, OneNote. Intermediate or better in Excel

• CRM experience - Knowledge of Redtail would be a strong plus

• Exceptional written and verbal communication

• Associate degree required; bachelor’s degree preferred, * Associate (Required), * Client services: 2 years (Required)
• Microsoft Office: 4 years (Required)
• CRM software: 2 years (Preferred)

Pulled from the full job description

• Professional development assistance
• 401(k)
• Health insurance
• 401(k) matching
• Paid time off
• Paid holidays
• Work from home, A highly professional environment within a growing financial planning practice; a real opportunity for growth and professional development. Generous base salary plus potential for bonuses based on performance; medical benefits; employer retirement with match after one year of service; PTO and paid holidays; licensing study materials and exam fees reimbursed for high performing employees.

When applying, please include a one paragraph document describing the most “stuck” thing you ever pushed through to completion. What you did, what made it hard, and how it ended.

Pay: $60,000.00 - $70,000.00 per year, * 401(k)

• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Work from home

At Prospera Succession Partners, we are a multi-generational team dedicated to serving high-net-worth and ultra-high-net-worth families. Our mission is to build enduring relationships rooted in trust, discretion, and thoughtful financial planning. We take a personalized approach with our clients and value transparency above all. We believe it is our duty not only to help families maximize their income and assets but also to inspire them to make the most of their lives - and we craft plans for their future that reflect this purpose.