Operations Specialist

Benefits Bonus based on performance Dental insurance Health insurance Paid time off Vision insurance Operations Specialist Colchester, CT On-site M-F Exempt Full-Time | Competitive Annual Salary Range $60,000 - $80,000 About Phraction Management LLC Phraction is a registered investment advisory firm headquartered in Colchester, Connecticut. We provide investment management and family office consulting services to a select group of ultra-high-net-worth (UHNW) clients. Our firm is built on a foundation of discretion, transparency, and integrity. Why Join Us? At Phraction, you’ll join a close-knit, mission-driven team that values precision, trust, and innovation. We offer: A flexible hybrid work environment Comprehensive benefits including medical, dental, vision, and life insurance Company-sponsored SEP retirement plan Paid time off and a commitment to work-life balance Growth opportunities in a dynamic and evolving firm The Role We’re seeking an Operations Specialist who will play a critical role in delivering a high-touch, seamless client experience. This position serves as the primary service and relationship contact for a designated group of clients while also providing cross-coverage support to ensure continuity of service across the firm. This role coordinates all aspects of client onboarding, ongoing service delivery, workflow intake, document management, and client communications. The Operations Specialist also leads intake and management of incoming communications through the firm’s shared inbox and main office phone line, supports custodial and operational requests, contributes to company brand support activities, and assists internal leaders with documentation and project tracking. This is an ideal opportunity for a detail-oriented, client-focused professional who thrives in a collaborative and regulated environment. Key Responsibilities Client Onboarding & Relationship Support Serve as the primary point of contact for designated client inquiries providing proactive, timely, and professional client support Coordinate new client onboarding, including account opening, documentation, and custodian setup Schedule client meetings and support meeting preparation Draft and distribute client communications, including agendas, follow-ups, service updates, and regulatory notices Operational & Custodial Support Process account maintenance requests, including address changes, beneficiary updates, and money movements Liaise with custodians and vendors to resolve account or service issues Maintain accurate and up-to-date client records in CRM and portfolio management systems Monitor workflows to ensure timely completion and compliance alignment Internal & Brand Support Support internal leaders with documentation, meeting notes, and project tracking Assist with firm branding efforts, including coordination with design vendors and maintenance of client-facing materials Assist with vault organization and compliance-aligned document management practices What You Bring Bachelor’s degree in Business, Finance, or a related field – or equivalent relevant experience 2–4 years of experience in client service, operations, or financial services support preferred Strong organizational skills with exceptional attention to detail Polished written and verbal communication skills Ability to manage multiple priorities with accuracy and follow-through Proficiency with Microsoft Office and comfort using CRM platforms, document storage systems, and communication tools Commitment to confidentiality, professionalism, and client service excellence Comfort operating in a regulated, high-accountability environment Phraction is an equal opportunity employer committed to creating an inclusive workplace for all. We welcome applications from individuals of all backgrounds and identities. Employment decisions are based on business needs, job requirements, and individual qualifications. #J-18808-Ljbffr Phraction Management LLC