Operations Specialist: Client-Facing & Growth

Insight Global; Bainbridge (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

Insight Global is seeking an Operations Specialist to join one of our financial clients' teams. This entry-level role offers hands‑on experience and growth within a financial services firm.

You will support both internal operations and client‑facing activities, working closely with advisors, clients, and external partners to ensure organized workflows and strong service delivery. The ideal candidate is detail‑oriented, dependable, and professional, with strong communication skills and the

Qualifications

• Excellent written and verbal communication.
• Ability to coordinate multiple tasks in a fast-paced environment.
• Strong attention to detail and confidentiality.
• Professional discretion with sensitive information.
• Willingness to learn financial services platforms and office procedures.

Responsibilities

• Work closely with advisors to prepare materials and support client development.
• Coordinate with clients, back-office staff, and external contacts to ensure smooth operations.
• Manage internal processes and records to support client accounts and projects.
• Protect confidential information with discretion and sound judgment.
• Assist in executing approved firm marketing strategies and materials.

Skills

Strong communication

Client service

Dependability

Organization

Attention to detail

Professional discretion

Marketing interest

Learning systems

Tools

Microsoft Office

Adobe

Job description

Insight Global is seeking an Operations Specialist to join one of our financial clients' teams. This entry-level role offers hands‑on experience and growth within a financial services firm.

You will support both internal operations and client‑facing activities, working closely with advisors, clients, and external partners to ensure organized workflows and strong service delivery. The ideal candidate is detail‑oriented, dependable, and professional, with strong communication skills and the