Global Wealth Management
Business Operations & Client Engagement Specialist
Global Wealth Management, Lake Worth, Texas, United States
Business Operations & Client Engagement Specialist
At Global Wealth Management we provide tailored financial plans to guide individuals, families and business owners in Florida toward a safer and simpler retirement. Because everyone deserves to be confident in what comes next.
We take pride in fostering a workplace where collaboration, growth, and excellence thrive. We are proud to be
Great Place to Work® certified , a recognition based on direct feedback from our team about trust, culture, and workplace satisfaction. This certification reflects our commitment to creating an environment where employees feel valued, supported, and empowered to succeed. When you join our team, you’re not just building a career – you’re becoming part of a community that prioritizes professional development, teamwork, and making a real impact in the lives of our clients.
As
Business Operations and Client Engagement Specialist , you will own the daily operations of the office to ensure it runs effectively as well as actively support our various client events. You will play a vital role in delivering an exceptional client experience, acting as the first point of contact between clients and financial advisors. This is a hands‑on role where you’ll provide support wherever needed and solve issues as they may arise. We are looking for a candidate who embodies our core values: someone who is committed to
winning , excels as a
team player , consistently
does the right thing , and is driven to
get sh*t done .
You will do:
Office Operations : Ensure the smooth day‑to‑day operations of our Boynton Beach office. This includes ensuring the office environment is professional, organized, and efficient. Managing office supplies, equipment, and facilities.
Front Desk Operations : Be the front‑facing representative of the office by greeting visitors, delivering a welcoming and professional image, handling inquiries, and handling phone calls.
Appointment Setting : Support appointment setting efforts including scheduling new appointments, rescheduling appointments, confirming appointments, addressing calendar conflicts, and assigning conference rooms.
Advisor Support : Provide administrative support to the Advisors by preparing paperwork before and after client meetings, copying, scanning, and mailing, so that our advisors can focus primarily on our clients.
Client Engagement : Partner with our Marketing team to support several aspects of our weekly evening client events. This includes logistics, catering, venue selection, on‑site event support, and post‑event support.
About you:
Bachelor’s Degree with excellent academic achievement.
2+ years of experience in client service, office/business operations, and/or event planning.
Proficiency in MS Excel, Outlook, Word, PowerPoint. Preferably experienced working with Salesforce or other similar CRMs.
Strong analytical and problem‑solving skills with high attention to detail. You are always looking for creative solutions, comfortable with ambiguity, flexible and adaptive to evolving needs.
Excellent verbal and written communication skills.
Proven ability to work in a fast‑paced, dynamic environment and manage multiple priorities.
Based in the Boynton Beach area and comfortable working in‑person 5 days per week.
Compensation:
Final salary will be determined based on experience and qualifications.
Salary: $50,000 – $55,000 per year
We offer a competitive benefits package, including free medical, dental, and vision plans. 401(k) plan with employer match, health savings account, and life insurance. Generous paid time off policy.
If you’re excited to be part of a team that puts clients first, solves problems, and gets things done, then we are the right place for you. Even if your work history or qualifications are not perfectly aligned with the job description, but you are ready for the challenge, we encourage you to apply.
Global Wealth Retirement Planning, LLC is an equal opportunity employer.
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We take pride in fostering a workplace where collaboration, growth, and excellence thrive. We are proud to be
Great Place to Work® certified , a recognition based on direct feedback from our team about trust, culture, and workplace satisfaction. This certification reflects our commitment to creating an environment where employees feel valued, supported, and empowered to succeed. When you join our team, you’re not just building a career – you’re becoming part of a community that prioritizes professional development, teamwork, and making a real impact in the lives of our clients.
As
Business Operations and Client Engagement Specialist , you will own the daily operations of the office to ensure it runs effectively as well as actively support our various client events. You will play a vital role in delivering an exceptional client experience, acting as the first point of contact between clients and financial advisors. This is a hands‑on role where you’ll provide support wherever needed and solve issues as they may arise. We are looking for a candidate who embodies our core values: someone who is committed to
winning , excels as a
team player , consistently
does the right thing , and is driven to
get sh*t done .
You will do:
Office Operations : Ensure the smooth day‑to‑day operations of our Boynton Beach office. This includes ensuring the office environment is professional, organized, and efficient. Managing office supplies, equipment, and facilities.
Front Desk Operations : Be the front‑facing representative of the office by greeting visitors, delivering a welcoming and professional image, handling inquiries, and handling phone calls.
Appointment Setting : Support appointment setting efforts including scheduling new appointments, rescheduling appointments, confirming appointments, addressing calendar conflicts, and assigning conference rooms.
Advisor Support : Provide administrative support to the Advisors by preparing paperwork before and after client meetings, copying, scanning, and mailing, so that our advisors can focus primarily on our clients.
Client Engagement : Partner with our Marketing team to support several aspects of our weekly evening client events. This includes logistics, catering, venue selection, on‑site event support, and post‑event support.
About you:
Bachelor’s Degree with excellent academic achievement.
2+ years of experience in client service, office/business operations, and/or event planning.
Proficiency in MS Excel, Outlook, Word, PowerPoint. Preferably experienced working with Salesforce or other similar CRMs.
Strong analytical and problem‑solving skills with high attention to detail. You are always looking for creative solutions, comfortable with ambiguity, flexible and adaptive to evolving needs.
Excellent verbal and written communication skills.
Proven ability to work in a fast‑paced, dynamic environment and manage multiple priorities.
Based in the Boynton Beach area and comfortable working in‑person 5 days per week.
Compensation:
Final salary will be determined based on experience and qualifications.
Salary: $50,000 – $55,000 per year
We offer a competitive benefits package, including free medical, dental, and vision plans. 401(k) plan with employer match, health savings account, and life insurance. Generous paid time off policy.
If you’re excited to be part of a team that puts clients first, solves problems, and gets things done, then we are the right place for you. Even if your work history or qualifications are not perfectly aligned with the job description, but you are ready for the challenge, we encourage you to apply.
Global Wealth Retirement Planning, LLC is an equal opportunity employer.
#J-18808-Ljbffr