What are the responsibilities and job description for the Operational Efficiency Expert position at Belmont Capital Advisors?
Job Description
We are seeking a highly organized and detail-oriented Operations Specialist to join our team at Belmont Capital Advisors.
This role plays a critical part in supporting our operations by opening new accounts, facilitating in-force service requests, and collaborating 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.
- 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 our CRM and other relevant systems.
- E nsure 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.
