What are the responsibilities and job description for the Financial Operations Specialist position at The Heritage Team?
About The Heritage Team
We are a dedicated financial planning practice committed to delivering exceptional service and personalized support to our clients. Our team of experts is passionate about helping individuals achieve financial clarity and security for themselves and their families.
The Client Operations Manager plays a vital role in supporting our team, ensuring seamless operations, and providing critical administrative and client-facing support. If you are a detail-oriented, client-focused professional with excellent communication skills and a passion for organization and efficiency, we encourage you to apply for this exciting opportunity.
- Key Responsibilities:
- Client on-boarding and new business submission and processing
- Preparing, sending, and filing necessary documents for client accounts
- Maintaining current client relationships and assisting with client outreach
- Assisting clients with service requests
- Working with advisors in generating proposals and other new business-related documents
- Overseeing the new business process and account setup from start to finish
- FOLLOWING UP WITH CLIENTS VIA PHONE, EMAIL, AND TEXT REGARDING ACCOUNT-RELATED INFORMATION
- Working with outside companies to ensure account transfers are completed quickly and efficiently
- FOLLOWING UP ON OUTSTANDING NEW BUSINESS AND SERVICE REQUESTS TO ENSURE THEY ARE COMPLETED
- Assisting with document gathering and data entry during the financial planning process
- Handling incoming client emails and phone calls to provide exceptional service
- Processing checks and assisting with compliance-related duties
- General data entry and record-keeping
