Client Operations & Onboarding Specialist

Synergy Staffing; Pittsburgh (Allegheny County); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Synergy Staffing is seeking a Client Operations Specialist to provide essential support across account servicing, asset movement, documentation, and client communication. You will help advisors with day‑to‑day operational needs and ensure a smooth, compliant experience for clients.

Responsibilities include processing transfers, opening and updating accounts, verifying documents, and generating client reports. The role also involves facilitating trading support and estate processing as needed.

Qualifications

• Experience supporting client operations in a financial services environment.
• Ability to process transfers, account changes, and compliance checks.
• Strong communication with clients and advisors; attention to detail.

Responsabilités

• Process ACAT and non-ACAT transfers, ACH requests, journals, and wires.
• Set up on-demand and periodic contributions and distributions.
• Open, update, and close client accounts as needed.
• Verify documentation for accuracy and compliance.
• Prepare client forms, account documents, and secure emails.
• Generate reports and maintain data in eMoney.
• Support estate processing, including death claims and beneficiary communication.
• Assist with trading activities such as mutual fund conversions and breakpoint reviews.
• Handle check deposits and mail management; conduct outreach to prospects.
• Review daily action items and coordinate general office tasks.

Connaissances

Client servicing

Asset movement

Documentation

Compliance

Client communication

Operations support

Outils

eMoney

Description du poste

Synergy Staffing is seeking a Client Operations Specialist to provide essential support across account servicing, asset movement, documentation, and client communication. You will help advisors with day‑to‑day operational needs and ensure a smooth, compliant experience for clients.

Responsibilities include processing transfers, opening and updating accounts, verifying documents, and generating client reports. The role also involves facilitating trading support and estate processing as needed.