Wealth Operations Specialist
Skills
Account ServicingAnalyticsClosuresCustomer Relationship ManagementFinanceHigh Sense Of UrgencyIT Service Management
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Direct experience navigating Fidelity and Schwab advisor platforms
- Professional experience with Orion and Salesforce is a big plus
- Proven track record in wealth management operations or account services
- Attention to detail with complex financial paperwork and digital workflows
- Strong aptitude for customer service and meeting SLAs
Nice to have
- Inches mentality
- Scrappy
- Agile
- Client obsessed
- Extreme ownership
Day to day
- Support Signal’s wealth management business by accurately and compliantly executing day-to-day servicing workflows.
- Own end-to-end operational requests including new account openings account maintenance money movements beneficiary updates and account closures.
- Coordinate directly with custodians and platforms such as Fidelity Schwab Orion and Salesforce to resolve advisor requests quickly and keep systems current.