Financial Ops Specialist - Client Service
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-03-07
Listing for:
Northwestern Mutual - Clayton
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A financial services firm in Chesterfield seeks an Operations Specialist dedicated to client service and supporting financial advisors. The role involves maintaining client case files, managing investment documentation, and providing administrative support. The ideal candidate has Microsoft Office experience and a background in customer service. Licensing requirements will be essential within the first six months. Benefits include health insurance, PTO, and opportunities for professional development.
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