Operations Specialist — Data Integrity & Client Liaison

Brand Asset Management Group; Chesterfield (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Chesterfield, MO is seeking an Operations Specialist focused on data integrity. This role supports financial advisors by managing client accounts and ensuring data accuracy. Responsibilities include liaising with clients and vendors, validating financial data, and facilitating account management processes. The ideal candidate will exhibit strong communication skills and a detail-oriented mindset, thriving in a deadline-driven environment. Join this team that values excellence and impactful service.

Qualifications

• Must be dedicated, detail-oriented, and skilled in client communication.
• Proven ability to work in a deadline-driven environment.

Responsibilities

• Act as a liaison with clients regarding held away accounts.
• Lead weekly meetings to ensure timely delivery of account values.
• Manage end-to-end process of obtaining and validating financial data.
• Investigate discrepancies by collaborating with internal teams.
• Place trades in held-away accounts using approved platforms.
• On-board new clients and manage account transfers.

Skills

Attention to detail and organization

Effective written and verbal communication

Process oriented

Ability to prioritize tasks

Job description

A financial services firm in Chesterfield, MO is seeking an Operations Specialist focused on data integrity. This role supports financial advisors by managing client accounts and ensuring data accuracy. Responsibilities include liaising with clients and vendors, validating financial data, and facilitating account management processes. The ideal candidate will exhibit strong communication skills and a detail-oriented mindset, thriving in a deadline-driven environment. Join this team that values excellence and impactful service.