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Operations Specialist
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-08-24
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-24
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Responsibilities
- Deliver high‑quality phone support to WealthAG advisors across different specialized teams and their end‑clients
- Handle inquiries including account notifications, cash management, RMD outreach, Rep , annual review scheduling, issue resolution, signing documents and placing unsolicited trades
- Prepare and submit new account documentation, ensuring all materials are complete for processing
- Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion
- Identify client needs and refer clients seeking financial guidance to advisors
- Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices
- Active Series 7 and Series 66 (or equivalent), or ability to obtain required licenses within 180 days
- Ability to work onsite in Fort Mill, SC, Tempe, AZ, or Austin, TX
- 1+ year direct client‑facing experience in financial services, ideally in a service or advisory support role
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