Operations Specialist
$53,000–$56,000 year
Hybrid · Missouri, United States
Job Summary
Operations Specialist responsible for supporting advisors and custodian partners with tasks such as opening new accounts, updating existing accounts, transfers, and cashiering, while liaising with custodians and internal teams. Requires proficiency with systems like Salesforce and Outlook, strong communication with internal/external partners, and adherence to quality control. Role supports a hybrid schedule (3 days in office per week, 2 remote) and may require overtime during high-volume periods such as quarter-end and tax season. Focus on maintaining regulatory knowledge and timely processing of requests for client accounts.
Required Qualifications
- Bachelor’s degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field.
- Experience working with Charles Schwab, Fidelity, or Pershing preferred
- Knowledge of CRM systems, preferably Salesforce
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