Hybrid Operations Specialist - Client Accounts & Onboarding
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-02-05
Listing for:
SCS Financial
Full Time
position Listed on 2026-02-05
Job specializations:
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Finance & Banking
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Business
Job Description & How to Apply Below
A financial services firm in St. Louis is seeking an Operations Specialist to support advisors and enhance client account services. This role requires proficiency in CRM tools, particularly Salesforce, and offers a hybrid working model. Candidates must possess either a Bachelor's degree with relevant experience or a High School diploma with extensive financial services experience. Responsibilities include account management, communication with partners, and ensuring service level agreements are met during high-volume periods.
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