Client Onboarding & Operations Pro

Slagle Financial; Edwardsville (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Basic Life Insurance

401(k)

PTO

Job summary

Slagle Financial is seeking a Client Operations Specialist in Edwardsville, IL to support account openings, transfers, annuity and insurance applications, and daily client servicing. You will coordinate with advisors, carriers, and partners to ensure accurate processing and timely updates.

The role emphasizes attention to detail, strong communication, and the ability to handle multiple priorities in a collaborative team environment.

Qualifications

• Experience in financial services processing and client operations.
• Strong attention to detail and accuracy in paperwork and data.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Review, prepare, and process new account applications and related paperwork.
• Coordinate and monitor account transfers, rollovers, and other new business activities.
• Maintain accurate records in the CRM and operational systems.

Skills

Attention to detail

Time management

Problem-solving

Communication

Independent work

Process-driven

Digital workflows

Follow-through

Relationship building

Tools

Microsoft Excel

CRM systems

Electronic document management

Job description

Slagle Financial is seeking a Client Operations Specialist in Edwardsville, IL to support account openings, transfers, annuity and insurance applications, and daily client servicing. You will coordinate with advisors, carriers, and partners to ensure accurate processing and timely updates.

The role emphasizes attention to detail, strong communication, and the ability to handle multiple priorities in a collaborative team environment.