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Operations Specialist

Ameriprise Financial Services, Inc.

Arrow Financial Group is a client-focused wealth management practice committed to delivering a high level of personalized service and proactive financial planning. We are seeking a highly organized, detail-oriented, and client-focused Operations Specialist to support advisors and guide new clients through a seamless onboarding and account transition experience.

Position Overview
The Operations Specialist plays a critical role in supporting advisors, managing client transitions, and ensuring all onboarding processes are completed accurately and efficiently. This individual will serve as a key point of contact for clients throughout the onboarding process while coordinating operational workflows, account transfers, and follow-up activities across multiple households and advisors.

Key Responsibilities
  • Input, submit, and track Ameriprise CPI packets
  • Conduct onboarding calls with clients to gather information, request documentation, and answer questions
  • Walk clients through registration and navigation of the Ameriprise secure client site
  • Open accounts, submit ACAT transfers, and track funds through settlement
  • Resolve complex client questions and account issues during the transition process
  • Troubleshoot NIGO paperwork and accounts by identifying issues, correcting documentation, and resubmitting items
  • Track signatures and proactively follow up until all paperwork is completed
  • Scan, upload, and file documentation into the appropriate systems
  • Coordinate third-party products including statements, appointment paperwork, and transfers of outside accounts and 529 plans
  • Track multiple households and onboarding workflows across each advisor's book of business
  • Prepare for and support the first review meeting with the new advisor
  • Ensure a smooth and organized handoff to the ongoing operations team following the first review meeting
  • Provide exceptional client communication and service throughout the onboarding experience
Qualifications & Experience
  • 2-5+ years of administrative, operations, or client service experience required
  • Financial services or wealth management experience strongly preferred
  • Experience with account opening, ACATs, transfers, or onboarding workflows preferred
  • Strong organizational and time management skills with the ability to manage multiple priorities
  • High attention to detail and follow-through
  • Excellent communication and client service skills
  • Ability to troubleshoot issues independently and work collaboratively within a team environment
  • Experience with CRM systems and document management systems preferred
  • Experience prioritized over formal degree
Compensation & Benefits
  • Salary range: $58,000 - $72,0000, based on experience
    • Exempt
  • Bonus opportunities based on performance
  • Comprehensive benefits package including:
    • Medical, dental, and vision coverage
    • Life and disability insurance
  • 401(k) with employer match
  • Paid time off (PTO) and paid holidays
Schedule & Work Environment
  • In-office position located in Tacoma, WA
  • Flexible schedule within standard business hours
  • Collaborative and team-oriented environment
  • Opportunity to grow within the financial services industry and expand operational expertise

Why Join Arrow Financial Group?
You'll be part of a supportive and growing team that values organization, communication, and delivering an exceptional client experience. This role offers the opportunity to become a key contributor to the onboarding and transition process while building a long-term career within the financial services industry.

Equal Opportunity Employer Arrow Financial Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Vacancy posted 1 day ago
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