Operations Specialist - Client Workflow

Benjamin F. Edwards & Co. - Saint Louis, MO

Full-time - Mid Level

Saint Louis, MO

251-500 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Specialist - Client Workflow plays a vital role in supporting advisors and their teams with daily business operations, including account administration and asset movement requests. This position is essential for ensuring smooth workflow processes and enhancing client service through effective communication and problem resolution.

Responsibilities

• Provide support and problem resolution to advisors and their teams related to establishing and maintaining accounts, submitting asset movement requests and processing documents.
• Document workflow review to ensure accuracy and proper signatures, and to determine if additional processing is required.
• Process ongoing account-related requests, including facilitating check and physical certificate deposits, editing the client account profile, and maintaining client online access instructions.
• Liaise with custodian for approvals, escalations, and processing requests.
• Help drive adoption of the firm's digital capabilities as it relates to account opening and funding.
• Collaborate with team members and custodian to retrieve data and documents for audits.

Requirements

• 2+ years of financial services industry experience is a plus.
• Energetic and results-driven, with a desire to work in a fast-paced and team-oriented environment.
• Constant learner, with the ability to think quickly and work effectively with urgency.
• Patient with exceptional client service skills.
• Ability to interpret and communicate information effectively.
• Excellent written and interpersonal communication skills.
• Comfortable with technology, including proficiency in Microsoft Word and Excel.
• Willingness to work overtime as needed.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Life insurance