Client Operations Specialist - Edwardsville, IL

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

Client Operations Specialist

Firm: Slagle Financial

Location: Edwardsville, IL

Join a Team Dedicated to Delivering the Ultimate Client Experience

Do you have a passion for the financial services industry and a strong background in new business processing and client operations? Are you highly organized, detail-oriented, and committed to delivering exceptional service? If so, we invite you to join our growing team.

At Slagle Financial, located in Edwardsville, IL, we believe that putting clients first is at the heart of everything we do. As a Client Operations Specialist, you will play a critical role in ensuring a seamless client experience by supporting account openings, transfers, annuity and insurance applications, and ongoing operational processes. Your work will directly impact our clients' financial futures while supporting our advisors and operations team.

We are seeking a positive, motivated professional who thrives in a fast-paced environment and takes pride in accuracy, efficiency, and follow-through.

What you'll do

• Review, prepare, and process new account applications and related paperwork submitted by advisors
• Ensure all required forms, signatures, and supporting documents are complete and accurate
• Submit applications and paperwork to insurance carriers, custodians, broker-dealers, and investment companies
• Coordinate and monitor account transfers, rollovers, annuity transactions, and other business activities
• Proactively follow up with carriers, custodians, and other partners to keep processes moving
• Research and resolve application deficiencies and outstanding requirements
• Maintain accurate records and document all activity in the firm’s CRM and systems
• Communicate status updates to advisors, clients, and team members in a timely, professional manner
• Respond to client service requests and support operational initiatives as needed
• Identify opportunities to improve workflows and enhance operational efficiencyCollaborate with team members to ensure a consistent and exceptional client experience
• Perform additional duties and special projects as assigned

What We're Looking For

• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities and time-sensitive paperwork
• Strong problem-solving and critical-thinking abilities
• Excellent verbal and written communication skills
• Self-motivated with the ability to work independently
• Process-driven mindset with a commitment to accuracy
• Comfortable utilizing electronic signature platforms and digital workflows
• Strong follow-through and accountability
• Ability to build positive relationships with advisors, clients, and business partners

Bonus Points

• Previous experience in a financial advisory, wealth management, insurance, or broker-dealer environment
• Experience processing annuity applications, transfers, and account servicing requests
• Working knowledge of tax-qualified and non-qualified accounts
• Experience with brokerage, advisory, and life insurance accounts
• Intermediate to advanced Microsoft Excel skills
• Experience with CRM systems and electronic document management platforms

What You'll Get

Pay & Perks

• $45,000-$55,000/yr
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO

Schedule

• Full-time position
• Standard business hours