Client Specialist

Synergy Staffing; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client servicing

Asset movement

Documentation

Compliance

Client communication

Operations support

Tools

eMoney

Job description

The Client Operations Specialist provides essential support across account servicing, asset movement, documentation, and client communication. This role ensures a smooth, accurate, and compliant experience for clients while supporting advisors with day‑to‑day operational needs.

Key Responsibilities

Asset Movement & Transactions

• Process ACAT and non‑ACAT transfers, ACH requests, journals, and domestic/international wires.
• Set up on‑demand and periodic contributions and distributions.

New Account Opening & Maintenance

• Open, update, and close client accounts.
• Complete client information changes, restriction removals, advisory updates, POA/TPAI additions, trust updates, and statement linking.
• Manage online access setup, linking, and de‑linking.
• Verify documentation for accuracy and compliance.

Client Service & Administrative Support

• Prepare and send client forms, account documents, secure emails, and e‑sign packages.
• Generate reports, meeting materials, and maintain eMoney data.
• Support existing annuity contracts and handle estate processing, including death claims, new account setup, beneficiary communication, and asset movement.
• Assist with trading activities such as mutual fund conversions, trade corrections, dividend reinvestment, and breakpoint reviews.
• Process check deposits and manage incoming/outgoing mail.
• Conduct initial outreach to prospects and gather data for new clients.
• Review and respond to daily action items and follow‑ups.
• Perform general office tasks including supply ordering and meeting scheduling.