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Client Operations Specialist - Edwardsville, IL

Advisor Talent Solutions
  • Edwardsville, Illinois
    5 days ago

    Job Description

    Position: Client Operations Specialist
    Firm: Slagle Financial
    Location: Edwardsville, IL
     
    Join a Team Dedicated to Delivering the Ultimate Client Experience
     
    Do you have a passion for the financial services industry and a strong background in new business processing and client operations? Are you highly organized, detail-oriented, and committed to delivering exceptional service? If so, we invite you to join our growing team.
     
     
    At Slagle Financial, located in Edwardsville, IL, we believe that putting clients first is at the heart of everything we do. As a Client Operations Specialist, you will play a critical role in ensuring a seamless client experience by supporting account openings, transfers, annuity and insurance applications, and ongoing operational processes. Your work will directly impact our clients' financial futures while supporting our advisors and operations team.
     
    We are seeking a positive, motivated professional who thrives in a fast-paced environment and takes pride in accuracy, efficiency, and follow-through.
     
    What you’ll do:
    • Review, prepare, and process new account applications and related paperwork submitted by advisors
    • Ensure all required forms, signatures, and supporting documents are complete and accurate
    • Submit applications and paperwork to insurance carriers, custodians, broker-dealers, and investment companies
    • Coordinate and monitor account transfers, rollovers, annuity transactions, and other business activities
    • Proactively follow up with carriers, custodians, and other partners to keep processes moving
    • Research and resolve application deficiencies and outstanding requirements
    • Maintain accurate records and document all activity in the firm’s CRM and systems
    • Communicate status updates to advisors, clients, and team members in a timely, professional manner
    • Respond to client service requests and support operational initiatives as needed
    • Identify opportunities to improve workflows and enhance operational efficiency
    • Collaborate with team members to ensure a consistent and exceptional client experience
    • Perform additional duties and special projects as assigned
     
    What We’re Looking For:
    • Exceptional attention to detail and organizational skills
    • Ability to manage multiple priorities and time-sensitive paperwork
    • Strong problem-solving and critical-thinking abilities
    • Excellent verbal and written communication skills
    • Self-motivated with the ability to work independently
    • Process-driven mindset with a commitment to accuracy
    • Comfortable utilizing electronic signature platforms and digital workflows
    • Strong follow-through and accountability
    • Ability to build positive relationships with advisors, clients, and business partners
     
    Bonus Points:
    • Previous experience in a financial advisory, wealth management, insurance, or broker-dealer environment
    • Experience processing annuity applications, transfers, and account servicing requests
    • Working knowledge of tax-qualified and non-qualified accounts
    • Experience with brokerage, advisory, and life insurance accounts
    • Intermediate to advanced Microsoft Excel skills
    • Experience with CRM systems and electronic document management platforms
     
    What You’ll Get:
     
    Pay & Perks:
    • $45,000-$55,000/yr
    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Basic Life Insurance
    • 401(k)
    • PTO
     
    Schedule:
    • Full-time position
    • Standard business hours
     
    Presented by Advisor Talent Solutions
     
    Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
     
    Learn more about our approach and services at advisortalentsolutions.com          

    Numbers & Facts

    LocationEdwardsville, Illinois
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Annuitiesunmatched
    • Brokerageunmatched
    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Digital Signaturesunmatched
    • Document Managementunmatched
    • Financial Servicesunmatched
    • Follow Throughunmatched
    • Futuresunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Life Insuranceunmatched
    • Microsoft Excelunmatched
    • Multitaskingunmatched
    • Operational Strategyunmatched
    • Operational Supportunmatched
    • Operations Processesunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Record Keepingunmatched
    • Service Deliveryunmatched
    • Time Managementunmatched
    • Vision Planunmatched
    • Wealth Managementunmatched
    • Writing Skillsunmatched

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