Operations Specialist

Responsibilities Deliver high‑quality phone support to WealthAG advisors across different specialized teams and their end‑clients Handle inquiries including account notifications, cash management, RMD outreach, Rep ID updates, annual review scheduling, issue resolution, signing documents and placing unsolicited trades Prepare and submit new account documentation, ensuring all materials are complete for processing Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion Identify client needs and refer clients seeking financial guidance to advisors Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices Requirements Active Series 7 and Series 66 (or equivalent), or ability to obtain required licenses within 180 days Ability to work onsite in Fort Mill, SC, Tempe, AZ, or Austin, TX 1+ year direct client‑facing experience in financial services, ideally in a service or advisory support role #J-18808-Ljbffr Jobtailor