New Business Operations Specialist

Job Description

Job Description

Rockstar is recruiting on behalf of a leading financial services firm dedicated to providing exceptional support to advisors and clients. Our client is known for their commitment to delivering seamless account management and operational excellence in a collaborative, client-focused environment.

A proactive and detail-oriented New Business / Operations Specialist is sought to support advisors and clients in managing new accounts and ensuring smooth transactions. This client-facing role requires an individual who is personable, patient, and organized, with strong communication skills to follow up with clients and ensure the completion of asset transfers and account workflows. The ideal candidate is adaptable, quick to learn, and capable of managing multiple tasks while providing excellent support to clients and advisors alike.

Key Responsibilities

• Client Interaction : Maintain a high level of customer service, primarily through outbound communication with clients regarding the status of their transactions and accounts. Handle inbound calls for follow-ups.
• Collaborate with Advisors : Work closely with advisors to manage incoming assets, whether related to producing or relationships, and ensure client transactions are completed.
• Manage New Account Workflows : Oversee new account processes, ensuring all steps in the onboarding and asset transfer workflows are completed, including coordinating with other team members.
• Communication : Act as a liaison between clients, advisors, and internal teams, ensuring smooth communication and timely updates on ongoing processes.
• Task Management : Maintain organization and accuracy in managing multiple moving parts in account workflows and transactions.
• Project Management : Assist with the monitoring and execution of operational tasks and projects independently.

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