Operations Specialist (with Data Integrity Focus)

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

Operations Specialist (with Data Integrity Focus)

Chesterfield, MO

At Brand Asset Management Group, we take pride in the way we serve our clients as well as each other, as teammates. That is why we hire the best and brightest to join our team.

We are a group of slope changers which means we seek to have a positive impact on all the people we interact with by putting others before ourselves and relentlessly pursuing excellence in our work. The ideal candidate will share our core values and be inspired by our company culture.

Position Overview

The role of Operations Specialist supports the firm’s financial advisors and financial planning process by providing ongoing service/maintenance to clients. The Operations Specialist will serve as an in-house expert on client issues. This role will have a specialized emphasis on data integrity and reconciliation working to convert data in held away accounts onto our reporting platform. A qualified applicant must be dedicated, detail-oriented, and highly skilled in client communication and care.

Required Skills and Abilities

• Attention to detail and organization
• Effective written and verbal communication with clients, staff, custodian(s), and performance reporting vendors
• Process oriented
• Ability to prioritize tasks and work in a deadline-driven environment

Core Values

• Possesses a deep understanding and exemplifies the notion of “I am Third” by putting God andothers above self.
• Promotes inspiration, challenge, and encouragement in the lives of all that they touch.
• Relentlessly strives for excellence in all that they do.

Essential Duties and Responsibilities

• Act as a liaison between iCapital (formerly known as Mirador) and clients regarding held away accounts such as 401(k)s, 403(b)s, HSAs, etc.
• Lead weekly meetings ensuring timely delivery of account values, transactions, and position details that support financial planning, reporting, and client service.
• Manage end-to-end process of obtaining, validating, and maintaining accurate financial data for held‑away accounts.
• Investigate discrepancies or missing data by collaborating with iCapital and internal teams.
• Place trades in held‑away accounts (e.g., 401(k)s) using approved third‑party trading platforms or plan‑sponsor interfaces.
• On-board new clients
• Open new accounts, including connecting outside assets if applicable
• Manage account transfers
• Support advisor in delivery of custodian and investment paperwork/forms to client and follow up work
• Organize and monitor workflow required to service client portfolios