Operations Specialist

job description summary

as an operations specialist within our core operations department, you will play a pivotal role in ensuring the smooth functioning of our operations related to money movement with our custodians, account maintenance, opening new accounts, and maintaining exceptional communication standards. Your ability to collaborate as a team player will be critical in delivering high-quality service to our clients. Duties may fluctuate with seasonal volumes, market volatility, and team coverage, so flexibility and adaptability are critical.occasional

overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.

primary responsibilities

consistently deliver high-quality service to maintain the firm’s service standards and exceed client expectations. Collaborate effectively with colleagues within the client service department and across departments to support shared objectives. Contribute to a positive team environment by sharing knowledge, best practices, and insights. Communicate clearly and professionally with clients, custodians, and internal stakeholders via phone, email, and other channels. Provide timely and accurate information to resolve inquiries, address issues, and offer updates on account statuses.

Proactively anticipate and resolve complex situations, identifying potential issues before they arise. Model the firm’s core values in both words and actions. Complete individual associate goals with a high level of quality and timeliness, supporting the execution of broader departmental team plans. Provide comprehensive operational support to advisors and clients, including—but not limited to—accurate and efficient processing of monetary transactions, account maintenance, docusign routing, case creation, and new account requests.

Serve as a liaison between custodians, advisors, and clients by researching and resolving custodial issues in partnership with internal teams. Continuously seek opportunities to improve processes and drive operational efficiencies. Actively pursue professional development through job shadowing, training, and other educational opportunities. Produce on-demand and scheduled reporting for advisors and clients as needed. Participate in team meetings, training sessions, and committee work as assigned.

Manage and complete special projects throughout the year as required.

• bachelor’s degree in related field and 1+ years of operations and/or client service experience; or high school diploma and 3+ years of working in financial services or related field.
• strong attention to detail and accuracy
• excellent organizational and time management skills
• ability to handle multiple priorities in a deadline-driven environment
• proficiency in microsoft office suite (especially excel, outlook, word)
• strong written and verbal communication skills
• comfortable working with databases, workflow systems, and crms (e.g., salesforce, tamarac, etc.)
• client-service mindset and collaborative attitude
• high level of integrity and discretion, especially when handling sensitive information
• willingness to learn and take initiative
• problem-solving skills with a proactive approach
• familiarity with financial custodians (e.g., fidelity, schwab, pershing) is a plus
• experience with docusign, digital forms, or workflow tools is a bonus
• may require occasional overtime or flexibility during high-volume periods

this position is a non-exempt position. The annualized base pay range for this role is expected to be between $53,000 - $56,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

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