Wealth & Trust Client Operations Lead

BRIDGES TRUST; Omaha (NE); On-site; USD 65,000 - 85,000; Full time

Job summary

Bridges Trust is seeking a Client Operations Specialist to enhance the client experience by ensuring accurate account activity, timely service, and robust operational support across trust and investment operations.

Day-to-day duties include onboarding, distributions, transaction processing, and performance reporting, with a focus on efficiency, scalability, and cross-team collaboration in a fast-paced wealth management environment.

Qualifications

• Five or more years of financial-services operations experience.
• Experience in trust operations, investment operations, custodial accounting, or wealth management preferred.
• Working knowledge of trust accounting, investment accounting, performance calculations, cost basis, tax lots, fees, and transaction processing.
• Demonstrated experience improving processes, automating workflows, or implementing operational solutions.
• Strong analytical, problem-solving, organizational, and communication skills.

Responsibilities

• Support opening, maintenance, and closing of trust, estate, agency, investment, and custodial accounts.
• Process client and trust activity, including distributions, bill payments, tax payments, receipts, transfers, trades, and other transactions.
• Manage investment and custodial accounting for client activity and holdings.
• Support performance reporting, fee calculations, cost-basis maintenance, tax-lot accounting, tax reporting, and alternative investment processing.
• Reconcile account activity and resolve discrepancies involving cash, holdings, transactions, pricing, performance, and client data.
• Coordinate monthly client statement production and distribution.
• Maintain accurate account and investment data across trust accounting, portfolio accounting, custodial, and client relationship management systems.
• Partner across departments to address client needs, resolve operational issues, and ensure accounts remain current and in good standing.
• Evaluate workflows and implement automation, standardized procedures, and controls that improve efficiency, accuracy, and scalability.
• Identify the root causes of recurring issues and develop sustainable operational solutions.
• Maintain process documentation and support system implementations, conversions, testing, and data-validation initiatives.
• Complete operational projects and other responsibilities as assigned.

Skills

Analytical skills

Problem-solving

Organizational skills

Communication skills

Education

Associate or bachelor’s degree in accounting, finance, business

Tools

FIS TrustDesk

Advent APX

Advent Moxy

Advent Genesis

Advent BDLink

Workflow automation tools

Job description

Bridges Trust is seeking a Client Operations Specialist to enhance the client experience by ensuring accurate account activity, timely service, and robust operational support across trust and investment operations.

Day-to-day duties include onboarding, distributions, transaction processing, and performance reporting, with a focus on efficiency, scalability, and cross-team collaboration in a fast-paced wealth management environment.