Administrative Operations Specialist

We are looking for a talented Central Operations Associate to join our regional operations team and provide immediate positive service impact for our Client Service teams and clients. The ideal candidate is passionate about helping others, thrives in a fast‑paced environment, and loves to learn and be challenged.

As a critical member of the Client Service Operations team, you directly impact the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, service‑obsessed environment utilizing your exceptional organization, communication, and problem‑solving skills. This role will support our Client Service teams across the country and be instrumental in onboarding and servicing clients.

• Prepare and process all documentation related to client onboarding, implementation, and account confirmation
• Act as a primary point of contact for Client Service teams around all operational and tactical service matters
• Follow processes and workflows in CRM for all client service‑related issues and partner with Operations Manager to drive and enhance processes
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Execute account maintenance tasks such as account terminations and other special requests as directed
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
• Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account and data discrepancies
• Monitor daily custodial alerts including service changes, new account opening, money movement, trading, etc.
• Partner with CS Operations Manager and internal teams to document, review, and update firm policies and procedures
• Participate in team meetings and collaborate with operations leadership team on ad hoc projects and/or initiatives designed to streamline firm policies and procedures around client and team support
• Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion

• Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank
• Undergraduate degree desired;
  Business, Economics, Finance, or Accounting preferred. High school diploma, completed GED, or equivalent required.
• Excellent interpersonal and verbal/written skills
• Self‑motivated with a proven ability to work in a fast‑paced, deadline‑oriented, evolving work environment
• Excellent organization, prioritization, and time‑management skills
• Must be detail oriented with a high degree of accuracy
• Takes pride in providing exceptional support and consistency to clients and the team
• Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required
• Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred
• Expected to learn other position‑related systems on the job
• This role is an in‑office, full‑time, and non‑exempt position. Hours are Monday through Friday – 8:00 am – 5:00 pm Scottsdale time. We are a work‑from‑office culture with lots of flexibility.

• Competitive hourly rate
• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex‑days, and 10 paid holidays
• Un…