Client Onboarding & Operations Specialist

Advisor Talent Solutions; Edwardsville (IL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Basic Life Insurance

401(k)

PTO

Job summary

Slagle Financial in Edwardsville, IL is seeking a Client Operations Specialist to support account openings, transfers, annuity and insurance applications, and ongoing operational processes. This role emphasizes accuracy, efficiency, and timely communication with advisors and clients to deliver a seamless client experience.

The position supports the operations team in a fast-paced financial services environment and requires strong organizational skills, attention to detail, and the ability to

Qualifications

• Attention to detail and strong organizational skills.
• Ability to manage multiple priorities and time-sensitive paperwork.
• Strong problem-solving and communication abilities.
• Self-motivated with the ability to work independently.
• Familiarity with CRM systems and digital workflows is a plus.

Responsibilities

• Review, prepare, and process new account applications and related paperwork.
• Ensure forms, signatures, and documents are complete and accurate.
• Submit applications to carriers, custodians, and investment companies.
• Coordinate account transfers, rollovers, and annuity transactions.
• Maintain records in the CRM and communicate status updates to advisors and clients.
• Identify workflow improvements and support operational initiatives.
• Assist with other duties and special projects.

Skills

Attention to detail

Organizational skills

Multitasking

Communication skills

Independent work

Process-driven

CRM systems

Electronic signatures

Excel

Team collaboration

Tools

CRM systems

Electronic signature platforms

Microsoft Excel

Job description

Slagle Financial in Edwardsville, IL is seeking a Client Operations Specialist to support account openings, transfers, annuity and insurance applications, and ongoing operational processes. This role emphasizes accuracy, efficiency, and timely communication with advisors and clients to deliver a seamless client experience.

The position supports the operations team in a fast-paced financial services environment and requires strong organizational skills, attention to detail, and the ability to