Operational Specialist

Position: Operations Specialist

Industry: Financial Services

Job Summary:

We are seeking a highly organized and detail-oriented Operations Specialist to join our team. This position plays a critical role in supporting Belmont Capital’s operations by opening new accounts, facilitating in-force service requests, and working closely with the lead advisor on the Diamond Team. The ideal candidate will have experience in financial services operations, strong problem-solving skills, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

• Assist in opening new client accounts, ensuring all documentation is complete and accurate.
• Process and manage in-force service requests, including account updates, transfers, and beneficiary changes.
• Act as a liaison between clients, custodians, and internal teams to ensure seamless account servicing.
• Collaborate closely with the lead advisor and other team members to enhance operational efficiency.
• Maintain and update client records in the firm's CRM and other relevant systems.
• Ensure compliance with regulatory and firm policies in all account-related activities.
• Support the implementation of process improvements to enhance workflow efficiency.
• Assist in preparing reports, documentation, and correspondence as needed.
• Role will be in person at one of our three Charlotte Metro area locations with training taking place in Belmont.

Qualifications:

• Bachelor's degree in business, financial services, or a related field preferred.
• 5 years of directly related experience in financial services operations or a similar role.
• Strong knowledge of financial products, custodians, and account servicing processes.
• Proficiency in CRM systems and financial software platforms.
• Excellent attention to detail and organizational skills.
• Ability to work independently while collaborating with a team.
• Strong communication and client service skills.
• Knowledge of regulatory requirements in financial services is a plus.

Benefits:

• Competitive salary $55,000 - $75,000 based on years of experience.
• Performance-based incentives.
• 401k plan with employer contributions.
• Professional development and training opportunities.
• A supportive and collaborative work environment.

If you are a detail-oriented professional with a passion for operational excellence in financial services, we invite you to apply and become an integral part of our team!