Client-Focused Financial Operations Specialist

Express Employment Professionals Tysons, VA; Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, and 401(k)

Support for continuing education and certifications

Clear opportunities for growth

Job summary

A well-established investment advisory firm is seeking a Financial Operations Specialist in Bethesda, Maryland. The role involves serving as a liaison among clients and custodians, coordinating meetings, and managing account paperwork. Ideal candidates will possess an associate’s degree (bachelor’s preferred), have over 3 years of experience in financial services, and excel in communication and analytical skills. Competitive salary ranges from $55,000 to $75,000 with various benefits offered.

Qualifications

• Must have 3+ years in financial services or investment operations.
• Strong understanding of financial instruments and account structures is required.
• Capable of working independently and collaboratively.

Responsibilities

• Serve as a liaison between clients, advisors, and custodians.
• Coordinate client meetings and internal briefings.
• Prepare and process new account paperwork and transfers.

Skills

Detail-oriented

Client-focused

Strong analytical skills

Advanced MS Office skills

Excellent written and verbal communication

Education

Associate’s degree (Finance, Business, or related field)

Bachelor’s degree preferred

Tools

CRM systems

Portfolio management platforms

Trading platforms

Job description

A well-established investment advisory firm is seeking a Financial Operations Specialist in Bethesda, Maryland. The role involves serving as a liaison among clients and custodians, coordinating meetings, and managing account paperwork. Ideal candidates will possess an associate’s degree (bachelor’s preferred), have over 3 years of experience in financial services, and excel in communication and analytical skills. Competitive salary ranges from $55,000 to $75,000 with various benefits offered.