Operational Specialist

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. 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! #J-18808-Ljbffr